Remote Client Services Trainee - Learn & Grow in Finance

Lever, Inc.; Horace (ND); Remote; USD 45,000 - 75,000; 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 remote enrollment professional to engage warm leads and guide families through information requests. You will be coached and mentored to enhance performance while building and servicing a client list.

Daily work includes speaking with prospects, mapping needs to protection options, and running enrollment flows. A training system supports long-term career growth and flexible hours.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and receive feedback to improve performance.
• Strong communication and relationship-building abilities.

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 skills

Self-motivated

Coachable

Job description

Lever, Inc. is seeking a remote enrollment professional to engage warm leads and guide families through information requests. You will be coached and mentored to enhance performance while building and servicing a client list.

Daily work includes speaking with prospects, mapping needs to protection options, and running enrollment flows. A training system supports long-term career growth and flexible hours.