Remote Client Solutions Advisor (Warm Leads)

Lever, Inc.; Kapolei (HI); Remote; USD 42,000 - 66,000; 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 motivated remote team member for a financial-services role built around warm leads and a structured training program.

Daily tasks include speaking with information-seekers, mapping needs for protection options, running enrollment flows, and building a client list. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship. A good fit is a self-starter who enjoys helping families and thrives in a performance-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance 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 seeking a motivated remote team member for a financial-services role built around warm leads and a structured training program.

Daily tasks include speaking with information-seekers, mapping needs for protection options, running enrollment flows, and building a client list. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship. A good fit is a self-starter who enjoys helping families and thrives in a performance-driven environment.