Remote Financial Policy Guidance Specialist

Lever, Inc.; Carmel (IN); 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. offers a remote financial-services role 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, it will not.

Daily work includes speaking with interested clients, mapping needs to available protection options, running a simple enrollment flow, and building a client list. Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible

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. offers a remote financial-services role 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, it will not.

Daily work includes speaking with interested clients, mapping needs to available protection options, running a simple enrollment flow, and building a client list. Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible