Remote Client Services & Enrollment Specialist

Lever, Inc.; Kirkland (WA); Remote; USD 50,000 - 70,000; 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 seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided: pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, ongoing mentorship.

Qualifications

• Self-starters who are competitive and coachable.

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

Skills

Competitive

Coachable

Job description

Lever, Inc. is offering a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided: pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, ongoing mentorship.