Remote Policyholder Support Specialist

Lever, Inc.; Bath (ME); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in structured days, conducting warm-lead conversations and coaching while you ramp. The role emphasizes speed, accuracy, and client respect, with a clear path toward leadership for top performers.

The position is remote with no office requirement and focuses on meaningful outcomes for families protecting income and future. Training precedes performance expectations.

Qualifications

• On-time follow-up and professional communication.
• Clear video presence during client interactions.
• Ability to learn new tools quickly.
• Respect for the client and professional demeanor.

Responsibilities

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching while ramping and ongoing support for new reps.
• Maintain pipeline of warm leads and convert to client outcomes.
• High performers may have a leadership track.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage in structured days, conducting warm-lead conversations and coaching while you ramp. The role emphasizes speed, accuracy, and client respect, with a clear path toward leadership for top performers.

The position is remote with no office requirement and focuses on meaningful outcomes for families protecting income and future. Training precedes performance expectations.