Part-Time Protection Planning Advisor - Work From Home

Lever, Inc.; Laurel (MD); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship.

The role emphasizes clear communication, a proven process, and benefits conversations that matter to families. You will work with home-office presentations and flexible scheduling that fits real life, while building ongoing client relationships.

Qualifications

• Clear and human communication is essential.
• Self-discipline without direct supervision.
• Willingness to engage in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors to deliver guidance.

Skills

Clear communication

Self-discipline

Process orientation

Benefits discussions

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"