Remote Financial Services Growth Associate

Lever, Inc.; Stamford (CT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding support

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a self-motivated teammate for a remote financial-services seat built around warm leads and a coaching-driven environment. You will speak with people who requested information and guide them through a simple enrollment flow.

The role highlights mentorship, flexible hours, and the use of remote tools to support a long-term career path. A proactive attitude and openness to feedback are essential for success in this performance-driven setting.

Qualifications

• Self-starters who can work in a performance environment.
• Able to handle feedback and continuous 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

Skills

Communication skills

Coaching mindset

Tools

Remote tools

Job description

Lever, Inc. is seeking a self-motivated teammate for a remote financial-services seat built around warm leads and a coaching-driven environment. You will speak with people who requested information and guide them through a simple enrollment flow.

The role highlights mentorship, flexible hours, and the use of remote tools to support a long-term career path. A proactive attitude and openness to feedback are essential for success in this performance-driven setting.