Remote Benefits Advisor — Flexible Hours & Mentorship

Lever, Inc.; Oakland (CA); Remote; USD 42,000 - 68,000; 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 enrollment advisor to guide families through information sessions and enrollment steps. You will work with pre-qualified leads, map needs to available protection options, and run a simple enrollment flow from home.

This role rewards self-starters who respond well to coaching, with remote tools, flexible hours, ongoing mentorship, and a clear path to a long-term career in financial services.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Anyone who will not take feedback or needs a manager in the room.

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 enrollment advisor to guide families through information sessions and enrollment steps. You will work with pre-qualified leads, map needs to available protection options, and run a simple enrollment flow from home.

This role rewards self-starters who respond well to coaching, with remote tools, flexible hours, ongoing mentorship, and a clear path to a long-term career in financial services.