Remote Family Finance Support Specialist

Lever, Inc.; Box Elder (SD); Remote; USD 40,000 - 120,000; 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 training system. You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list.

Great for self-starters who enjoy helping families and can handle a performance environment. The role includes ongoing mentorship, step-by-step onboarding, and flexible hours; a long-term career can develop with coaching and consistent feedback.

Qualifications

• Self-starters who like helping families and can handle a performance 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 training system. You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list.

Great for self-starters who enjoy helping families and can handle a performance environment. The role includes ongoing mentorship, step-by-step onboarding, and flexible hours; a long-term career can develop with coaching and consistent feedback.