Remote Financial Client Services Advisor

Lever, Inc.; Overland Park (KS); Remote; USD 35,000 - 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 seeking a candidate for a remote financial-services role built around warm leads and a structured training system. It can become a long-term career for someone coachable and competitive.

The daily work includes speaking with information-seeking people, mapping needs to protection options, running enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, and mentorship are provided.

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 seeking a candidate for a remote financial-services role built around warm leads and a structured training system. It can become a long-term career for someone coachable and competitive.

The daily work includes speaking with information-seeking people, mapping needs to protection options, running enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, and mentorship are provided.