100% Remote Family Protection Advisor

Lever, Inc.; Murfreesboro (TN); Remote; USD 42,000 - 62,000; 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 a remote financial-services seat built around warm leads and a coaching-based training system. This role emphasizes proactive outreach and the ability to follow a guided enrollment process, with mentorship available to foster performance growth.

Daily work includes speaking with information-seeking individuals, mapping protection options, guiding enrollment steps, and building a client list. Flexible hours and remote tools support a scalable, coachable career path.

Qualifications

• Experience in financial services sales or enrollment processes.
• Comfort with coaching and performance environments.
• Ability to work remotely with coaching and feedback loops.

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

Lead generation

Enrollment

Client management

Communication

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.