Remote Financial Appointment Specialist

Lever, Inc.; Lenexa (KS); Remote; USD 40,000 - 60,000; 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. in the United States offers a remote financial-services seat built around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

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. in the United States offers a remote financial-services seat built around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.