Remote Policyholder Services Pro - Warm Leads & Growth Path

Lever, Inc.; Wahpeton (ND); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, coach clients, and ramp quickly in a structured daily routine. The position emphasizes meaningful conversations with prospects who have already raised a hand and a focus on delivering value from day one.

The role is fully remote with no office requirement, and new hires are trained before performance expectations begin, ensuring a smooth onboarding and a confident start in a fast-moving pipeline.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, coach clients, and ramp quickly in a structured daily routine. The position emphasizes meaningful conversations with prospects who have already raised a hand and a focus on delivering value from day one.

The role is fully remote with no office requirement, and new hires are trained before performance expectations begin, ensuring a smooth onboarding and a confident start in a fast-moving pipeline.