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Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide them through a simple enrollment flow. This role emphasizes coaching, mentorship, and long-term career growth.
Daily work includes speaking with information-seeking individuals, mapping needs to protection options, building and servicing a client list, and utilizing provided onboarding resources to support outcomes.
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.
Self-starters who like helping families and can handle a performance environment.
Anyone who will not take feedback or needs a manager in the room.