Remote Family Coverage Specialist

Lever, Inc.; Norwalk (CT); Remote; USD 42,000 - 68,000; 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 financial-services associate to engage warm leads and guide families through information, options, and enrollment steps. You will be coached in a performance-driven environment and built for long-term career growth.

Daily work includes speaking with interested individuals, mapping needs to protection options, running enrollment flows, and building a reliable client list. Flexible hours and mentorship are provided to help you succeed.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Able to receive feedback and coaching in a remote work setting.
• Comfortable working with flexible hours and independent scheduling.

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

Active listening

Coachable

Tools

CRM software

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.