Remote Client Services Trainee

Lever, Inc.; Casper (WY); Remote; USD 40,000 - 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 seeking a self-motivated, coachable candidate for a remote financial-services role built around warm leads and a structured training system.

Daily tasks include speaking with interested individuals, mapping needs to protection options, running enrollment flows, and building a client list. The position offers ongoing mentorship, remote tools, and flexible hours to support growth.

Qualifications

• Willing to be coached in a performance-driven environment.
• Remote role with structured onboarding.
• Ability to navigate a simple enrollment flow.

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

Communication

Self-motivated

Coaching receptiveness

Empathy

Job description

This is 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. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

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

Bad fit

Anyone who will not take feedback or needs a manager in the room.