Work From Home - Client Relations Specialist

Lever, Inc.; St. George (LA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding support

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a remote enrollment specialist to work with pre-qualified leads in a coaching-based, performance-driven environment.

You will speak with people who asked for information, map needs to protection options, run a simple enrollment flow, and build a client list while benefiting from step-by-step onboarding and ongoing mentorship.

This role offers flexible hours and a supportive team for growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Ability to work in a remote, coach-based environment with 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

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.