Work From Home - Client Benefits Associate

Lever, Inc.; Alexandria (VA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a self-motivated, remote associate in financial services to engage with warm leads and guide families through information and enrollment flows.

You will receive step-by-step onboarding, ongoing mentorship, and access to remote tools and flexible hours. A performance-driven environment and strong coaching culture help you grow toward long-term career opportunities.

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.