Remote Client Services Specialist — Growth & Mentorship
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a candidate for a remote financial-services seat focused on coaching and long-term growth. You will engage with interested individuals, map protection options, complete enrollment flows, and manage a client list from a home-based setup.
A supportive environment offers pre-qualified leads, onboarding guidance, remote tools, flexible hours, and ongoing mentorship to help you grow in a results-driven setting.
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 seeking a candidate for a remote financial-services seat focused on coaching and long-term growth. You will engage with interested individuals, map protection options, complete enrollment flows, and manage a client list from a home-based setup.
A supportive environment offers pre-qualified leads, onboarding guidance, remote tools, flexible hours, and ongoing mentorship to help you grow in a results-driven setting.
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