Remote Onboarding Specialist — Financial Services

Lever, Inc.; Rapid City (SD); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is pursuing a remote position in financial services built around warm leads and a structured training system. The role emphasizes coaching, continuous feedback, and the chance to advance into a long-term career with mentorship.

Daily activities include speaking with information-seeking individuals, mapping needs to protection options, and guiding enrollment flows to build a robust client list. Flexible hours and remote tools support performance-driven work.

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. is pursuing a remote position in financial services built around warm leads and a structured training system. The role emphasizes coaching, continuous feedback, and the chance to advance into a long-term career with mentorship.

Daily activities include speaking with information-seeking individuals, mapping needs to protection options, and guiding enrollment flows to build a robust client list. Flexible hours and remote tools support performance-driven work.