Protection Planning Representative - Work From Home

Lever, Inc.; Rogers (AR); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a motivated, self-starting candidate for a remote role in financial services. You will engage with prospective clients, map needs, guide them through enrollment, and build a serviceable client list. The position emphasizes coaching, mentorship, and a performance-driven environment.

The role offers remote tools, step-by-step onboarding, and flexible hours, making it suitable for dedicated individuals who enjoy helping families and accepting feedback.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

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.