Virtual Client Services Associate

Lever, Inc.; Madison (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is offering a remote financial-services seat built around warm leads and a structured training system. The role rewards competitive performance and coaching, with a clear path toward a long-term career.

Daily tasks include speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment flows, and building a client list. Provided are pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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

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.