Warm Lead Sales Representative - Remote

Lever, Inc.; Lakeville (MN); Remote; USD 55,000 - 70,000; 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 offering a remote financial-services seat focused on coaching, mentorship, and guided onboarding. You will engage with families and individuals who request information, guiding them through enrollment flows and building a client list from warm leads.

The role emphasizes coaching and frequent feedback to drive performance in a remote setting. Successful candidates are self-starters who thrive in a performance environment and appreciate remote tools, with mentorship available to

Qualifications

• Excellent communication with clients and families.
• Must be coachable and open to feedback.

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.

Skills

Communication

Coaching receptiveness

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.