Remote Benefits Advisor | Flexible Hours & Mentorship

Lever, Inc.; Sacramento (CA); Remote; USD 40,000 - 70,000; 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 motivated remote financial-services specialist to engage warm leads and guide clients through a simple enrollment flow. This role emphasizes coaching, feedback, and mentorship within a performance-driven environment.

You will map client needs to available protection options, build a client list, and provide ongoing support while leveraging remote tools and flexible hours to fit family schedules. This is a long-term opportunity for self-starters who enjoy helping families.

Qualifications

• Good fit: 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 motivated remote financial-services specialist to engage warm leads and guide clients through a simple enrollment flow. This role emphasizes coaching, feedback, and mentorship within a performance-driven environment.

You will map client needs to available protection options, build a client list, and provide ongoing support while leveraging remote tools and flexible hours to fit family schedules. This is a long-term opportunity for self-starters who enjoy helping families.