Remote Client Services Pro — Growth, Mentorship & Leads

Lever, Inc.; Horn Lake (MS); Remote; USD 40,000 - 60,000; 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 clients through information requests and enrollment, with a structured training system and ongoing mentorship. The position emphasizes coaching, performance-driven expectations, and flexible hours as you build a client list and manage enrollment steps.

The role suits self-starters who enjoy helping families and thrive in a feedback-oriented environment. A short Zoom overview is the next step.

Qualifications

• Willingness to be coached and work in a performance-driven 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 clients through information requests and enrollment, with a structured training system and ongoing mentorship. The position emphasizes coaching, performance-driven expectations, and flexible hours as you build a client list and manage enrollment steps.

The role suits self-starters who enjoy helping families and thrive in a feedback-oriented environment. A short Zoom overview is the next step.