Remote Financial Services Associate — Warm Leads

Lever, Inc.; Janesville (WI); Remote; USD 40,000 - 65,000; 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, this can develop into a long-term career. If you prefer a job with no conversations, this will not.

Daily tasks include speaking with information-seekers, mapping needs to protection options, guiding enrollment, and building a client list. Pre-qualified leads and ongoing mentorship are provided to support success.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and accept feedback.

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, this can develop into a long-term career. If you prefer a job with no conversations, this will not.

Daily tasks include speaking with information-seekers, mapping needs to protection options, guiding enrollment, and building a client list. Pre-qualified leads and ongoing mentorship are provided to support success.