Remote Financial Services Associate — Mentored Growth

Lever, Inc.; Duluth (GA); Remote; USD 40,000 - 70,000; 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 offering a remote financial-services role centered on warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a client list. Provided benefits include pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing

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

Skills

Self-starter

Job description

Lever, Inc. is offering a remote financial-services role centered on warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a client list. Provided benefits include pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing