Family Protection Representative - Remote

Lever, Inc.; Surprise (AZ); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship program

Portfolio engagement

Job summary

Lever, Inc. is seeking a remote client-facing professional in financial services who will enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and help clients navigate benefits conversations as part of a flexible schedule.

The role emphasizes helping families and delivering meaningful work through a structured process and ongoing client portfolio management.

Qualifications

• Clear, human communication with clients.
• Autonomous work style with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only energy for sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver web presentations to clients.
• Build a schedule that fits real life and maintain a client portfolio.

Skills

Clear communication

Self-motivation

Process-oriented

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"