Remote Financial Services Representative

Lever, Inc.; Kapolei (HI); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Warm leads

Onboarding program

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is a remote financial-services position designed around warm leads and a structured training system. If you are competitive and open to coaching, this can become a long-term career. The role emphasizes proactive customer contact and ongoing mentorship. Daily tasks include speaking with information-seekers, mapping protection options, guiding enrollments, and maintaining a client list.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and accept 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.