Remote Benefits Advisor — Flexible Hours & Mentorship

Lever, Inc.; Pocatello (ID); 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 professional to engage with warm leads, guide clients through enrollment steps, and build a trusted client list. The role emphasizes coaching, performance feedback, and long-term career growth in a supportive training system.

Ideal candidates are coachable, self-motivated, and enjoy helping families with financial protection options. Flexible hours and ongoing mentorship are provided in a remote setup.

Qualifications

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 professional to engage with warm leads, guide clients through enrollment steps, and build a trusted client list. The role emphasizes coaching, performance feedback, and long-term career growth in a supportive training system.

Ideal candidates are coachable, self-motivated, and enjoy helping families with financial protection options. Flexible hours and ongoing mentorship are provided in a remote setup.