Remote Client Advisor — Flexible Hours & Mentorship

Lever, Inc.; Vineland (NJ); Remote; USD 52,000 - 78,000; 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 the United States is hiring for a remote financial-services role that focuses on guiding families through information inquiries and enrollment steps.

You will work with pre-qualified warm leads and participate in a structured onboarding and coaching program. Successful candidates are self-starters who thrive in a performance-driven environment, enjoy helping clients, and are comfortable with ongoing feedback and mentoring.

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. in the United States is hiring for a remote financial-services role that focuses on guiding families through information inquiries and enrollment steps.

You will work with pre-qualified warm leads and participate in a structured onboarding and coaching program. Successful candidates are self-starters who thrive in a performance-driven environment, enjoy helping clients, and are comfortable with ongoing feedback and mentoring.