Remote Financial Appointment Setter with Mentorship

Lever, Inc.; Vienna (WV); Remote; USD 40,000 - 75,000; 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 offering a remote financial-services position 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 includes speaking with people, mapping needs to available protection options, running a simple enrollment flow, and building a client list. Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and

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 offering a remote financial-services position 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 includes speaking with people, mapping needs to available protection options, running a simple enrollment flow, and building a client list. Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and