Remote Family Financial Services Advisor With Warm Leads

Lever, Inc.; South Jordan (UT); Remote; USD 42,000 - 64,000; 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 self-motivated professional for a remote financial-services role in the United States. You will engage with individuals who requested information, guide them through enrollment options, and build a client list while being coached toward performance-based goals.

Daily work includes speaking with prospects, mapping needs to protection options, running enrollment flows, and sustaining a qualified leads pipeline. Flexible hours and ongoing mentorship are provided.

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. is seeking a self-motivated professional for a remote financial-services role in the United States. You will engage with individuals who requested information, guide them through enrollment options, and build a client list while being coached toward performance-based goals.

Daily work includes speaking with prospects, mapping needs to protection options, running enrollment flows, and sustaining a qualified leads pipeline. Flexible hours and ongoing mentorship are provided.