Remote Client Success Manager - Flexible Hours, Mentorship

Lever, Inc.; Noblesville (IN); Remote; USD 40,000 - 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 seeking a remote-enabled professional for a financial-services seat built around warm leads and a training system. If you are competitive and coachable, this can become a long-term career. Strong communication and a willingness to learn will help you thrive in a performance-driven environment.

The role emphasizes talking with interested individuals, mapping protection options, guiding enrollment steps, and building a targeted client list with ongoing mentorship and flexible hours.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and accept feedback.
• Comfort with remote work and mentorship-based training.

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

Communication skills

Coaching/mentoring

Self-motivation

Job description

Lever, Inc. is seeking a remote-enabled professional for a financial-services seat built around warm leads and a training system. If you are competitive and coachable, this can become a long-term career. Strong communication and a willingness to learn will help you thrive in a performance-driven environment.

The role emphasizes talking with interested individuals, mapping protection options, guiding enrollment steps, and building a targeted client list with ongoing mentorship and flexible hours.