Remote Financial Services Trainee - Mentored Career Growth

Lever, Inc.; Sandy Springs (GA); Remote; USD 32,000 - 52,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with information-seeking clients, mapping needs to available protection options, running enrollment flows, and building a serviced client list.

Qualifications

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

Job description

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with information-seeking clients, mapping needs to available protection options, running enrollment flows, and building a serviced client list.