Remote Client Support Specialist — Mentorship & Finance

Lever, Inc.; Meridian (ID); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Step-by-step onboarding

Job summary

Lever, Inc. offers a remote financial-services seat designed around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, this is not for you. Daily work involves speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a client list.

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 designed around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, this is not for you. Daily work involves speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a client list.