Remote Benefits Advisor - Warm Leads & Flexible Hours

Lever, Inc.; Central (LA); 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 remote financial-services specialist built around warm leads and a structured training system. This role offers a long-term career path for competitive individuals who welcome coaching and feedback.

You will speak with information-seeking individuals, map their protection needs, run enrollment flows, and grow a client list while leveraging provided warm leads and mentorship. The position emphasizes self-direction and performance in a fully remote setup.

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 specialist built around warm leads and a structured training system. This role offers a long-term career path for competitive individuals who welcome coaching and feedback.

You will speak with information-seeking individuals, map their protection needs, run enrollment flows, and grow a client list while leveraging provided warm leads and mentorship. The position emphasizes self-direction and performance in a fully remote setup.