Remote Client Support — Financial Services with Mentorship

Lever, Inc.; Johnston (RI); Remote; USD 45,000 - 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. offers a remote financial-services seat built around warm leads and a structured training system. Competitive and coachable individuals thrive here, as this role rewards conversation and guidance rather than a purely transactional approach.

Daily duties include speaking with interested individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list. mentorship and onboarding support are provided.

Qualifications

• Must be coachable and willing to be mentored.
• Enjoy helping families and performing in a results-driven 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. offers a remote financial-services seat built around warm leads and a structured training system. Competitive and coachable individuals thrive here, as this role rewards conversation and guidance rather than a purely transactional approach.

Daily duties include speaking with interested individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list. mentorship and onboarding support are provided.