Remote Benefits Advisor | Flexible Hours, Mentorship

Lever, Inc.; La Crosse (WI); Remote; USD 45,000 - 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 seeking a remotely-based financial-services associate to engage warm leads and guide families through enrollment. The role emphasizes coaching, performance expectations, and ongoing mentorship.

Daily tasks include speaking with inquiries, mapping needs to protection options, running enrollment flows, and building a client list. The position offers pre-qualified leads, onboarding support, and flexible hours in a long-term career path.

Job description

Lever, Inc. is seeking a remotely-based financial-services associate to engage warm leads and guide families through enrollment. The role emphasizes coaching, performance expectations, and ongoing mentorship.

Daily tasks include speaking with inquiries, mapping needs to protection options, running enrollment flows, and building a client list. The position offers pre-qualified leads, onboarding support, and flexible hours in a long-term career path.