Remote Policyholder Care & Enrollment Specialist

Lever, Inc.; Colorado Springs (CO); Remote; USD 40,000 - 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 seeking a remote financial-services sales role in the United States. The position focuses on speaking with people who requested information, mapping needs to protection options, and guiding enrollment flows.

You will build and service a client list while benefiting from pre-qualified leads, onboarding support, and ongoing mentorship. Ideal candidates are self-starters who respond well to feedback in a performance-driven environment, with the flexibility to work with remote tools

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 seeking a remote financial-services sales role in the United States. The position focuses on speaking with people who requested information, mapping needs to protection options, and guiding enrollment flows.

You will build and service a client list while benefiting from pre-qualified leads, onboarding support, and ongoing mentorship. Ideal candidates are self-starters who respond well to feedback in a performance-driven environment, with the flexibility to work with remote tools