Remote Financial Services Trainee — Mentorship & Growth

Lever, Inc.; Whitefish (MT); Remote; USD 42,000 - 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 offering a remote financial-services role focused on assisting families through information sessions and enrollment steps.

The position emphasizes coaching, growth, and a performance-driven environment, with training and ongoing mentorship provided. Daily work includes speaking with interested individuals, mapping protection options to needs, guiding enrollment flows, and maintaining a client list.

Qualifications

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

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. is offering a remote financial-services role focused on assisting families through information sessions and enrollment steps.

The position emphasizes coaching, growth, and a performance-driven environment, with training and ongoing mentorship provided. Daily work includes speaking with interested individuals, mapping protection options to needs, guiding enrollment flows, and maintaining a client list.