Remote Financial Services Associate — Flexible Hours & Mentorship

Lever, Inc.; Fremont (NE); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a driven remote financial-services teammate focused on serving families. This role is built around warm leads and a training system, offering ongoing coaching and mentorship.

A long-term career is possible for self-starters who welcome feedback and thrive in a performance environment. Daily work includes speaking with people who asked for information, mapping needs to protection options, guiding enrollment flow, and building a client list.

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 driven remote financial-services teammate focused on serving families. This role is built around warm leads and a training system, offering ongoing coaching and mentorship.

A long-term career is possible for self-starters who welcome feedback and thrive in a performance environment. Daily work includes speaking with people who asked for information, mapping needs to protection options, guiding enrollment flow, and building a client list.