Family Needs Assessment Advisor - Remote

Lever, Inc.; La Vista (NE); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced teammates

Leadership path for top performers

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will work with warm leads who requested help on financial-protection options, and you will be trained, coached, and measured on activity and results.

The role focuses on guiding clients through benefit options, enrolling when appropriate, and maintaining a reliable follow-up rhythm. Interviews are conducted on Zoom, with coaching from experienced colleagues and a clear process to follow.

Qualifications

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication

Coachable

On-camera

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.