Remote Financial Care Specialist - Flexible Hours

Lever, Inc.; Clifton (NJ); On-site; USD 50,000 - 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 seeking a motivated remote specialist in financial services to engage with warm leads, map client needs, and guide them through enrollment. The role emphasizes coaching, mentorship, and a results-driven environment.

You will work from home with flexible hours, using remote tools to build and service a growing client list. This is a long-term career path for contenders who thrive on feedback and family-focused outcomes.

Qualifications

• Self-starters who enjoy helping families.
• Able to handle a performance-based environment.
• Willingness to be coached and accept feedback.

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 skills

Enrollment flow

Lead management

Remote collaboration

Job description

Lever, Inc. is seeking a motivated remote specialist in financial services to engage with warm leads, map client needs, and guide them through enrollment. The role emphasizes coaching, mentorship, and a results-driven environment.

You will work from home with flexible hours, using remote tools to build and service a growing client list. This is a long-term career path for contenders who thrive on feedback and family-focused outcomes.