Remote Benefits Advisor — Mentored with Flexible Hours

Lever, Inc.; La Crosse (WI); Remote; USD 42,000 - 54,000; 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 representative to engage warm leads and guide clients through a structured enrollment process, backed by a comprehensive training system that accelerates learning and performance.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a robust client list.

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 representative to engage warm leads and guide clients through a structured enrollment process, backed by a comprehensive training system that accelerates learning and performance.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a robust client list.