Remote Benefits Advisor

Lever, Inc.; Gary (IN); Remote; USD 40,000 - 60,000; 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 hiring for a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

Daily work includes speaking with information-seeking clients, mapping needs for protection options, running enrollment flows, and building a serviced client list. Pre-qualified leads and ongoing mentorship are provided, with flexible hours and remote tools.

Qualifications

• Competitive and coachable individuals can build a long-term career.
• Self-starters who enjoy helping families and thrive in a performance environment.
• Willingness to engage in conversations with clients.

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.