Remote Part-Time Client Onboarding Specialist

Lever, Inc.; Dodge City (KS); Remote; USD 40,000 - 60,000; 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. offers a remote financial-services seat in the United States, built around warm leads and a structured training program. If you are competitive and coachable, this can become a long-term career. A role with no conversations will not fit.

Daily work includes speaking with prospective information seekers, mapping needs to available protection options, running enrollment flows, and building a managed client list, with ongoing mentorship and flexible hours.

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 in the United States, built around warm leads and a structured training program. If you are competitive and coachable, this can become a long-term career. A role with no conversations will not fit.

Daily work includes speaking with prospective information seekers, mapping needs to available protection options, running enrollment flows, and building a managed client list, with ongoing mentorship and flexible hours.