Family Needs Assessment Advisor - Remote

Lever, Inc.; Lee's Summit (MO); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing remote role in financial services, coaching and guiding clients who request assistance. You will be paired with a growing team and receive mentorship and supportive tools.

You will enroll and support clients, building relationships while contributing to a portfolio that you keep serving. Expect a schedule you can build around real life with ongoing benefits conversations.

Qualifications

• Clear and human communication.
• Disciplined work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Provide guidance through remote, client-facing interactions.

Skills

Clear communication

Self-discipline

Openness to proven process

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"