Remote Financial Services Associate — Flexible Hours & Mentorship

Lever, Inc.; Albany (GA); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a self-motivated candidate for a remote financial-services seat built around warm leads and a structured training system.

Daily work includes speaking with information requests, mapping needs to available protection options, running enrollment flows, and building a client list. Provided resources include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

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 self-motivated candidate for a remote financial-services seat built around warm leads and a structured training system.

Daily work includes speaking with information requests, mapping needs to available protection options, running enrollment flows, and building a client list. Provided resources include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.