Work From Home - Client Services Representative

Lever, Inc.

Rogers (AR)

Remote

USD 45,000 - 60,000

Full time

4 days ago
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Benefits offered by this job

Warm leads
Onboarding
Remote tools
Flexible hours
Mentorship

Job summary

Lever, Inc. in the United States offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career with growth opportunities.

Daily work includes talking with people seeking information, mapping needs, guiding enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, flexible hours and ongoing mentorship are provided.

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.

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