Remote Client Solutions Representative

Lever, Inc.; Sandy (UT); Remote; USD 50,000 - 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 results-driven remote enrollment professional to work with warm financial-services leads. The role emphasizes coaching, feedback, and a long-term career path, with onboarding and mentorship provided.

Daily duties include speaking with information-seeking prospects, mapping needs for protection options, guiding enrollment flows, and building a client list. Flexible hours and remote tools support performance-driven work.

Qualifications

• Strong communication skills and ability to coach and be coached.
• Ability to work with families and provide information on protection options.
• Experience in high-performance environments preferred.

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

Coachable

Customer service

Tools

Remote tools

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.