Remote Financial Services Sales Manager - Warm Leads

Lever, Inc.; Georgetown (DE); Remote; USD 45,000 - 75,000; 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 helping families navigate protection options. The role emphasizes coaching and ongoing development, operating around warm pre-qualified leads within a structured training system.

Daily activities include speaking with interested individuals, mapping needs to suitable options, guiding enrollment flows, and building a client list for future engagements. A long-term career path is highlighted for highly motivated candidates.

Qualifications

• Strong communication with prospective clients.
• Ability to learn onboarding processes and follow step-by-step guidance.

Responsibilities

• Speak with people who asked for information and provide clear options.
• Map needs to available protection options for clients.
• Run a simple enrollment flow with accuracy.
• Build and service a client list to support ongoing engagement.

Skills

Communication skills

Coachable

Job description

Lever, Inc. is offering a remote financial-services position focused on helping families navigate protection options. The role emphasizes coaching and ongoing development, operating around warm pre-qualified leads within a structured training system.

Daily activities include speaking with interested individuals, mapping needs to suitable options, guiding enrollment flows, and building a client list for future engagements. A long-term career path is highlighted for highly motivated candidates.