Remote Policyholder Services Representative

Lever, Inc.; Brooklyn Park (MN); Remote; USD 50,000 - 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 driven, coachable candidate for a remote financial-services role built around warm leads and a structured training program.

In this position you will speak with families who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list, with ongoing mentorship and flexible hours. This is a remote, growth-focused opportunity for long-term career development.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Competitive and coachable mindset is required for growth.
• Willingness to be mentored in a training system.

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.

Skills

Communication

Self-starter

Job description

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.