Remote Financial Services Growth Associate

Lever, Inc.; Evanston (IL); Remote; USD 42,000 - 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. is seeking a self-motivated candidate for a remote financial-services seat built around warm leads and a structured training system. You will engage with people who requested information and guide them through enrollment steps.

Daily work includes mapping needs for protection options, running enrollment flows, and building a serviced client list. Flexible hours and ongoing mentorship are provided to support career growth.

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 seeking a self-motivated candidate for a remote financial-services seat built around warm leads and a structured training system. You will engage with people who requested information and guide them through enrollment steps.

Daily work includes mapping needs for protection options, running enrollment flows, and building a serviced client list. Flexible hours and ongoing mentorship are provided to support career growth.