Remote Financial Education Specialist | Flexible Hours

Lever, Inc.; Belgrade (MT); Remote; USD 42,000 - 68,000; 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 specialist to engage warm leads using a detailed training system. If you are competitive and coachable, this can become a long-term career with ongoing mentorship and flexible hours.

Daily tasks include speaking with people who requested information, mapping needs to protection options, running enrollment flows, and building a client list. This role emphasizes responsiveness and coachability within a performance-driven environment.

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 remote financial-services specialist to engage warm leads using a detailed training system. If you are competitive and coachable, this can become a long-term career with ongoing mentorship and flexible hours.

Daily tasks include speaking with people who requested information, mapping needs to protection options, running enrollment flows, and building a client list. This role emphasizes responsiveness and coachability within a performance-driven environment.