Remote Financial Services Associate — Mentored Growth

Lever, Inc.; Glendale (AZ); Remote; USD 40,000 - 80,000; 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 seat built around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career; a job with no conversations will not.

Daily work includes speaking with people who asked for information, mapping needs to protection options, running enrollment flows, and building a client list. Provided: pre-qualified warm leads, onboarding, remote tools, flexible hours, ongoing mentorship.

Qualifications

• Excellent communication skills.
• Able to work remotely and stay coachable in a performance-driven environment.
• Comfortable engaging with clients and following a structured training regime.

Responsibilities

• Speak with people who requested information.
• Identify client needs and map them to available protection options.
• Guide clients through enrollment flows.
• Build and maintain a client list.

Skills

Communication

Coaching mindset

Self-motivated

Job description

Lever, Inc. is offering a remote financial-services seat built around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career; a job with no conversations will not.

Daily work includes speaking with people who asked for information, mapping needs to protection options, running enrollment flows, and building a client list. Provided: pre-qualified warm leads, onboarding, remote tools, flexible hours, ongoing mentorship.