Remote Financial Services Care Specialist

Lever, Inc.; Greensboro (NC); Remote; USD 40,000 - 60,000; 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 seat built around warm leads and a structured training system.

If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, this isn’t for you. Daily work includes speaking with people who requested information, mapping needs to protection options, running a simple enrollment flow, and building and servicing a client list.

Qualifications

• Remote financial-services role built around warm leads and a training system.
• Good fit for self-motivated people who are coachable and enjoy 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

Job description

Lever, Inc. offers 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; if you want a job with no conversations, this isn’t for you. Daily work includes speaking with people who requested information, mapping needs to protection options, running a simple enrollment flow, and building and servicing a client list.