Start Your Search Here

Job Search

Lever, Inc.

Calgary / Global

Remote Client Needs Specialist Role

  • Remote

Job Description

Transform your career in financial services as a Remote Client Needs Specialist. Engage with pre-qualified leads and leverage your talent for client service with flexible hours.

This position is ideal for competitive self-starters eager to assist families in finding the right protection options. You will receive warm leads and comprehensive onboarding while enjoying a supportive and remote work environment. A willingness to be coached is essential for long-term success in this role.

Key Responsibilities:

• Speak with interested clients about their needs

• Match clients to available protection options

• Execute a straightforward enrollment process

• Build and maintain your personal client list

Requirements:

• Strong self-starter with a competitive edge

• Ability to accept feedback and improve

• Interest in helping families with financial needs

• Comfortable working in a performance-driven environment

• Experience in customer service is a plus

Bring your passion for helping families and competitive spirit to this exciting Remote Client Needs Specialist role.

#J-18808-Ljbffr

Apply Now

Similar Opportunities

View all jobs