Remote Financial Client Advisor - Mentored, Flexible Hours

Lever, Inc.; Cambridge; Remote; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote financial-services role designed around warm leads and a structured training system. This position is suited for competitive individuals who welcome coaching and view it as a long-term career path.

Daily work includes speaking with information-seeking prospects, mapping needs to available protection options, guiding a simple enrollment flow, and building a serviceable client list, with mentorship and flexible hours provided.

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

Lever, Inc. is seeking a remote financial-services role designed around warm leads and a structured training system. This position is suited for competitive individuals who welcome coaching and view it as a long-term career path.

Daily work includes speaking with information-seeking prospects, mapping needs to available protection options, guiding a simple enrollment flow, and building a serviceable client list, with mentorship and flexible hours provided.