Remote Client Services Associate — Mentorship & Flex Hours

Lever, Inc.; Fayetteville (NC); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is offering a remote financial-services role focused on guiding families through information sessions and enrollment. You'll work with pre-qualified warm leads, receive onboarding, and have flexible hours with ongoing mentorship.

Daily tasks include speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list. Success depends on coachability and drive.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

Lever, Inc. is offering a remote financial-services role focused on guiding families through information sessions and enrollment. You'll work with pre-qualified warm leads, receive onboarding, and have flexible hours with ongoing mentorship.

Daily tasks include speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list. Success depends on coachability and drive.