Remote Client Success Lead - Mentored Growth in FinServ

Lever, Inc.; Casper (WY); Remote; USD 45,000 - 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. is seeking a remote financial-services professional to work with warm leads and follow a guided training system. The role emphasizes coaching, performance-based growth, and a long-term career path.

You will engage prospects, map needs to protection options, and guide them through enrollment flows from a distributed team. Ideal candidates are self-starters who enjoy helping families and can thrive in a merit-driven environment.

Qualifications

• Excellent communication skills.
• Ability to work remotely with coaching.
• Comfort with performance environment.

Responsibilities

• Speak with potential clients who requested information.
• Map needs and present protection options.
• Run a simple enrollment flow.
• Build and maintain a client list.

Skills

Communication

Sales

Customer service

Lead management

Tools

CRM software

Enrollment software

Job description

Lever, Inc. is seeking a remote financial-services professional to work with warm leads and follow a guided training system. The role emphasizes coaching, performance-based growth, and a long-term career path.

You will engage prospects, map needs to protection options, and guide them through enrollment flows from a distributed team. Ideal candidates are self-starters who enjoy helping families and can thrive in a merit-driven environment.