Remote Financial Onboarding Specialist | Mentorship & Flex Hours

Lever, Inc.; Olive Branch (MS); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding assistance

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide clients through enrollment steps. This role emphasizes coaching, mentorship, and a performance-driven environment.

You will speak with people who requested information, map needs to available protection options, run enrollment flows, and build a client list. Pre-qualified leads and onboarding support are provided, with remote tools and flexible hours.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and improve through 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

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide clients through enrollment steps. This role emphasizes coaching, mentorship, and a performance-driven environment.

You will speak with people who requested information, map needs to available protection options, run enrollment flows, and build a client list. Pre-qualified leads and onboarding support are provided, with remote tools and flexible hours.