Remote Financial Appointment Setter - Flexible Hours

Lever, Inc.; Raleigh (NC); Remote; USD 42,000 - 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 hiring for a remote financial-services role built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

Daily work includes speaking with interested individuals, mapping needs to available protection options, running enrollment flows, and building a client list. The role offers pre-qualified leads, onboarding guidance, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and receptive to feedback.
• Remote role requiring strong communication with warm leads.

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 hiring for a remote financial-services role built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

Daily work includes speaking with interested individuals, mapping needs to available protection options, running enrollment flows, and building a client list. The role offers pre-qualified leads, onboarding guidance, remote tools, flexible hours, and ongoing mentorship.