Remote Financial Services Representative

Lever, Inc.; Henderson (NV); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services role built around warm leads and a structured training system.

The position rewards competitiveness and coachability and can develop into a long-term career for those who embrace feedback in a performance-driven environment. Daily tasks include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list, with flexible hours and ongoing

Qualifications

• Competitive and coachable individuals are encouraged.
• Remote role with warm, pre-qualified leads.
• Must enjoy helping families and accepting feedback.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.