Remote Financial Services Client Specialist

Lever, Inc.; Dover (DE); Remote; USD 42,000 - 64,000; 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 position focused on coaching and developing leads. You will speak with people who asked for information and guide them through enrollment.

The role emphasizes a performance-driven environment with ongoing mentorship, flexible hours, and a structured onboarding process. This is suitable for self-starters who enjoy helping families and building a client base.

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

Job description

Lever, Inc. is offering a remote financial-services position focused on coaching and developing leads. You will speak with people who asked for information and guide them through enrollment.

The role emphasizes a performance-driven environment with ongoing mentorship, flexible hours, and a structured onboarding process. This is suitable for self-starters who enjoy helping families and building a client base.