Remote Client Success Advocate (Mentorship & Flex Hours)

Lever, Inc.; Elizabethtown (KY); Remote; USD 36,000 - 70,000; 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 position built around warm leads and a structured training system. The role emphasizes competition, coachability, and helping families through a proven onboarding process.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, running enrollment flows, and building a reliable client list, with ongoing mentorship and flexible hours.

Qualifications

• Comfort with a performance-driven environment.
• Ability to accept coaching and feedback.
• Strong communication with clients and families.

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

Strong communication

Job description

Lever, Inc. is offering a remote financial-services position built around warm leads and a structured training system. The role emphasizes competition, coachability, and helping families through a proven onboarding process.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, running enrollment flows, and building a reliable client list, with ongoing mentorship and flexible hours.