Remote Financial Services Specialist - Warm Leads

Lever, Inc.; Avondale (AZ); Remote; USD 45,000 - 70,000; 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 recruiting for a remote financial-services role focused on guiding families through information and enrollment processes. You’ll speak with people who asked for information, map options, run a simple enrollment flow, and build a trusted client list.

We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. Self-starters who thrive in a coaching environment will fit well.

Qualifications

• Clear communication with clients about options and enrollment steps.
• Ability to coach clients through decision processes.
• Comfort with a performance-driven 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.

Skills

Communication

Coaching

Lead generation

Customer service

Tools

CRM software

Job description

Lever, Inc. is recruiting for a remote financial-services role focused on guiding families through information and enrollment processes. You’ll speak with people who asked for information, map options, run a simple enrollment flow, and build a trusted client list.

We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. Self-starters who thrive in a coaching environment will fit well.