Remote Client Success Representative

Lever, Inc.; Concord (NC); Remote; USD 40,000 - 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 looking for a remote financial-services professional who engages with prospects who request information and guides them through simple enrollment flows.

You will map needs to protection options, build a client list, and provide ongoing mentorship in a performance-driven environment. The role emphasizes coaching, responsiveness to feedback, and dedication to helping families, with pre-qualified warm leads and step-by-step onboarding provided.

Qualifications

• Clear communicator who can explain protections options to families.
• Open to feedback and improvement in a performance-driven environment.
• Able to map customer needs to available options and enroll accordingly.

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

Excellent communication

Coachable

Self-motivated

Problem solving

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.