Part-Time Financial Protection Representative - Remote

Lever, Inc.; Allentown (Lehigh County); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a motivated remote team member for a financial-services role built around warm leads and a coaching program. You will speak with information seekers, map needs to protection options, guide enrollment flows, and build a client list. The position includes step-by-step onboarding and remote tools to support success.

This role emphasizes mentorship, flexible hours, and a chance to develop a long-term career in a performance-driven environment with ongoing coaching.

Qualifications

• Must be self-motivated and comfortable with coaching.
• Excellent communication and listening skills.
• Able to work remotely with limited supervision.

Responsibilities

• Speak with information-seeking individuals.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-motivation

Coachable

Communication skills

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.