Remote Client Advisor - Flexible Hours & Mentorship

Lever, Inc.; Fort Collins (CO); Remote; USD 42,000 - 68,000; 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. in Fort Collins, CO offers a remote financial-services seat built around warm leads and a structured training system. It can become a long-term career for competitive, coachable individuals who value growth and mentorship.

Daily activities include speaking with information-seeking prospects, mapping needs to protection options, guiding a simple enrollment flow, and building a managed client list, backed by pre-qualified leads and ongoing onboarding.

Job description

Lever, Inc. in Fort Collins, CO offers a remote financial-services seat built around warm leads and a structured training system. It can become a long-term career for competitive, coachable individuals who value growth and mentorship.

Daily activities include speaking with information-seeking prospects, mapping needs to protection options, guiding a simple enrollment flow, and building a managed client list, backed by pre-qualified leads and ongoing onboarding.