Remote Benefits Advisor: Flexible Hours & Mentorship

Lever, Inc.; Grand Rapids (MI); Remote; USD 45,000 - 65,000; 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 associate to engage with warm leads and guide families through the enrollment process. You will speak with people who asked for information and build a client list while working with a supportive training system.

This role emphasizes coaching, continuous feedback, and performance-driven growth. Ideal candidates are self-starters who enjoy helping families and thriving in a fast-paced environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 associate to engage with warm leads and guide families through the enrollment process. You will speak with people who asked for information and build a client list while working with a supportive training system.

This role emphasizes coaching, continuous feedback, and performance-driven growth. Ideal candidates are self-starters who enjoy helping families and thriving in a fast-paced environment.