Remote Client Success Lead - Flexible Hours & Mentorship

Lever, Inc.; Lexington (KY); Remote; USD 42,000 - 62,000; 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 designed around warm leads and a structured training program. You can grow into a long-term career with coaching and feedback in a performance-driven environment.

Daily work includes speaking with information-seekers, mapping needs to available protection options, running enrollment flows, and building a client list. Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship.

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 offering a remote financial-services role designed around warm leads and a structured training program. You can grow into a long-term career with coaching and feedback in a performance-driven environment.

Daily work includes speaking with information-seekers, mapping needs to available protection options, running enrollment flows, and building a client list. Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship.