Remote Team Leader - Financial Services & Mentorship
Lever, Inc.
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide them through a simple enrollment flow. This role emphasizes coaching, mentorship, and long-term career growth.
Daily work includes speaking with information-seeking individuals, mapping needs to protection options, building and servicing a client list, and utilizing provided onboarding resources to support outcomes.
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 professional to engage warm leads and guide them through a simple enrollment flow. This role emphasizes coaching, mentorship, and long-term career growth.
Daily work includes speaking with information-seeking individuals, mapping needs to protection options, building and servicing a client list, and utilizing provided onboarding resources to support outcomes.
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