Remote Policyholder Success Specialist

Lever, Inc.; Hendersonville (TN); Remote; USD 38,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote financial-services associate who thrives on coaching and helping families. In this role you speak with people who asked for information, map their protection needs, and guide them through a simple enrollment flow.

You will work with pre-qualified warm leads, receive step-by-step onboarding, and use remote tools. Flexible hours and ongoing mentorship create a long-term career path for self-starters who enjoy teamwork and performance-driven environments.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to receive feedback and coaching.

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 associate who thrives on coaching and helping families. In this role you speak with people who asked for information, map their protection needs, and guide them through a simple enrollment flow.

You will work with pre-qualified warm leads, receive step-by-step onboarding, and use remote tools. Flexible hours and ongoing mentorship create a long-term career path for self-starters who enjoy teamwork and performance-driven environments.