Remote Family Services Coordinator

Lever, Inc.; Henderson (NV); 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. is seeking a remote financial-services professional to work with warm leads and a structured training system.

In this role, you will speak with people who asked for information, map needs to available protection options, run enrollment flows, and build a client list, all while being coached and mentored.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Competitive and coachable; willing to be coached.
• Remote role with warm leads and mentorship provided.

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

Coaching

Lead qualification

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.