Remote Insurance Client Advisor

Lever, Inc.; Kenosha (WI); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Warm leads

Onboarding assistance

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is offering a remote financial-services position built around warm leads and a structured training system. The role rewards competitive, coachable individuals and promises a long-term career path.

It requires proactive engagement with leads and a drive to excel in a performance-focused environment. The daily workflow includes speaking with information-seeking prospects, mapping protection-option needs, running a straightforward enrollment flow, and building a client list with ongoing

Qualifications

• Self-starters who enjoy helping families
• Able to thrive in 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

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.