Remote Financial Services Client Advocate - Mentored Growth

Lever, Inc.; Bartlesville (OK); Hybrid; 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 fully remote financial-services seat built around warm leads and a structured training system.

The role rewards competitiveness and receptiveness to coaching, with a clear path toward long-term career growth through ongoing mentorship. Daily duties include speaking with information-seeking individuals, mapping needs for available protection options, running enrollment flows, and building a serviced client list.

Qualifications

• Self-starters who like helping families.
• Able to handle a performance environment and coaching.

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 offering a fully remote financial-services seat built around warm leads and a structured training system.

The role rewards competitiveness and receptiveness to coaching, with a clear path toward long-term career growth through ongoing mentorship. Daily duties include speaking with information-seeking individuals, mapping needs for available protection options, running enrollment flows, and building a serviced client list.