Remote Financial Client Success Specialist | Flexible Hours

Lever, Inc.; Lawrence (KS); Remote; USD 40,000 - 80,000; 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. 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.

If you want a job with no conversations, this role will not suit you. Daily work includes speaking with people who asked for information, mapping needs to protection options, running a simple enrollment flow, and building a client list.

Qualifications

• Speak with people who asked for information.
• Ability to map needs to protection options.
• Comfort with enrollment flow and client list building.

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

Job description

Lever, Inc. 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.

If you want a job with no conversations, this role will not suit you. Daily work includes speaking with people who asked for information, mapping needs to protection options, running a simple enrollment flow, and building a client list.