Remote Financial Care Specialist (Flexible Hours)

Lever, Inc.; Kenosha (WI); Remote; USD 35,000 - 65,000; 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 who interacts directly with interested individuals to guide them through information gathering and enrollment. The role emphasizes coaching, performance feedback, and frequent mentorship in a flexible, remote setting.

Daily work centers on outreach, guiding clients through enrollment, and maintaining a clean client list, with access to warm pre-qualified leads and a structured onboarding process designed for long-term career growth.

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 seeking a remote financial-services professional who interacts directly with interested individuals to guide them through information gathering and enrollment. The role emphasizes coaching, performance feedback, and frequent mentorship in a flexible, remote setting.

Daily work centers on outreach, guiding clients through enrollment, and maintaining a clean client list, with access to warm pre-qualified leads and a structured onboarding process designed for long-term career growth.