Work From Home - Client Services Representative

Lever, Inc.; Frederick (MD); Remote; USD 45,000 - 65,000; 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 hiring for a remote financial-services role focused on engaging interested individuals, mapping protection needs, and guiding enrollments. You will build and service a client list while working with pre-qualified leads and ongoing mentorship.

This position offers flexible hours and a step-by-step onboarding process designed for self-starters who enjoy helping families in a performance-driven environment.

Qualifications

• Strong communication skills and ability to learn quickly.
• Willingness to be coached in a performance-driven environment.
• Comfort with a remote, mentor-supported work setup.

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

Coachable

Goal-oriented

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.