Remote Needs Analysis Specialist

AO Garcia Agency; Wahpeton (ND); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Résumé du poste

Lever, Inc. offers a remote financial-services position built around warm leads and a structured training system.

If you are competitive, coachable, and eager to build a long-term career, this role provides ongoing mentorship and flexible hours to support growth. Daily tasks include speaking with interested prospects, mapping needs to protection options, guiding enrollment flows, and building a client list.

Responsabilités

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Description du poste

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.