Remote Benefits Advisor – Financial Services

Lever, Inc.; Grand Island (NE); Remote; USD 42,000 - 66,000; 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 remote financial-services specialist to work with warm leads and a structured training system. This role rewards competitiveness and coachability, offering long-term career potential for those who embrace feedback and mentorship.

Daily activities include speaking with information-seeking clients, mapping needs to protection options, guiding enrollments, and building a responsive client list. The position emphasizes flexible hours and remote tools.

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

Lever, Inc. is seeking a remote financial-services specialist to work with warm leads and a structured training system. This role rewards competitiveness and coachability, offering long-term career potential for those who embrace feedback and mentorship.

Daily activities include speaking with information-seeking clients, mapping needs to protection options, guiding enrollments, and building a responsive client list. The position emphasizes flexible hours and remote tools.