Remote Client Advisor — Flexible Hours & Mentorship

Lever, Inc.; Baton Rouge (LA); Remote; USD 40,000 - 90,000; 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 offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with people seeking information, mapping needs to available protection options, running enrollment flows, and building a client list. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Bad fit: 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 offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with people seeking information, mapping needs to available protection options, running enrollment flows, and building a client list. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and