Remote Client Success & Retention Specialist

Lever, Inc.; Herriman (UT); Remote; USD 45,000 - 75,000; 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 team member for a financial-services seat focused on guiding families through information sessions and enrollment flows. The role emphasizes coachable, self-starting individuals who enjoy helping clients and performing in a performance-driven environment.

You'll work with pre-qualified warm leads, participate in step-by-step onboarding, and access remote tools with flexible hours and ongoing mentorship to support long-term career growth.

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 seeking a remote team member for a financial-services seat focused on guiding families through information sessions and enrollment flows. The role emphasizes coachable, self-starting individuals who enjoy helping clients and performing in a performance-driven environment.

You'll work with pre-qualified warm leads, participate in step-by-step onboarding, and access remote tools with flexible hours and ongoing mentorship to support long-term career growth.