Work From Home - Manager in Training

Lever, Inc.; Surprise (AZ); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a self-motivated, remote team member for a financial-services role built around warm leads and a structured training program.

You will speak with interested individuals, map needs to protection options, guide enrollees through a simple process, and build a client list while enjoying mentorship and flexible hours.

Qualifications

• Clear communication with clients and team members.
• Ability to learn enrollment workflows and protect client information.
• Strong organizational skills for building and maintaining client lists.

Responsibilities

• Speak with people who requested information to understand needs.
• Map needs to available protection options for clients.
• Run a simple enrollment flow with guided steps.
• Build and service a client list and follow up as needed.

Skills

Communication

Coaching

Customer service

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.