Remote Client Success Advisor — Financial Services

Lever, Inc.; Appleton (WI); Remote; USD 42,000 - 65,000; 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. offers a remote financial-services role centered on warm leads and a structured training system.

The position promises a long-term career path for competitive individuals who are coachable and enjoy helping families with financial protections. Daily work includes speaking with interested individuals, mapping needs to suitable protection options, guiding them through enrollment flows, and building a client list.

Qualifications

• Self-starter who is motivated and takes initiative.
• Willingness to accept feedback and coaching.
• Comfort with a performance-driven 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.

Skills

Self-starter

Coachable

Job description

Lever, Inc. offers a remote financial-services role centered on warm leads and a structured training system.

The position promises a long-term career path for competitive individuals who are coachable and enjoy helping families with financial protections. Daily work includes speaking with interested individuals, mapping needs to suitable protection options, guiding them through enrollment flows, and building a client list.