Remote Protection Planner — Mentored Growth & Flex Hours

Lever, Inc.; Bozeman (MT); Remote; USD 40,000 - 60,000; 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 competitive and coachable enrollment specialist for a remote financial-services seat built around warm leads and a training system.

If you are driven and open to coaching, this role can become a long-term career. Daily duties include speaking with information-seeking prospects, mapping needs to available protection options, running enrollment flows, and building a managed client list.

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 competitive and coachable enrollment specialist for a remote financial-services seat built around warm leads and a training system.

If you are driven and open to coaching, this role can become a long-term career. Daily duties include speaking with information-seeking prospects, mapping needs to available protection options, running enrollment flows, and building a managed client list.