Work From Home - Part-Time Client Services Representative

Lever, Inc.; Rapid City (SD); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote Enrollment Specialist in the United States. The role centers on a training system with warm leads and coaching to grow a long-term career. If you prefer conversations and helping families, this is a fit.

Daily tasks include speaking with information-seeking individuals, mapping protection options, guiding a simple enrollment flow, and building a serviced client list. Benefits include mentorship and flexible hours in a remote setup.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and open to feedback.
• Comfort with remote work and learning new processes.

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 skills

Coachable mindset

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.