Remote Client Success Advisor — Flexible Hours & Mentorship

Lever, Inc.; Madison (WI); Remote; USD 36,000 - 60,000; 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 offering a remote financial-services role built around warm leads and a structured training system.

If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not. Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

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 offering a remote financial-services role built around warm leads and a structured training system.

If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not. Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.