Remote Client Advisor - Flexible Hours & Mentorship

Lever, Inc.; Warner Robins (GA); Remote; USD 42,000 - 75,000; 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. offers a remote financial-services role built around warm leads and a structured training program. If you are competitive and coachable, this can become a long-term career.

If you want a job with no conversations, it will not. The 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 client list.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Coachable and receptive to feedback with a willingness to grow.
• Strong communication skills and ability to engage clients remotely.

Responsibilities

• Speak with people who asked for information and guide them through the enrollment process.
• Map client needs to available protection options and present suitable choices.
• Run a simple enrollment flow and build a client list to service efficiently.

Skills

Self-motivation

Coachable

Communication

Attention to detail

Tools

Remote tools

Job description

Lever, Inc. offers a remote financial-services role built around warm leads and a structured training program. If you are competitive and coachable, this can become a long-term career.

If you want a job with no conversations, it will not. The 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 client list.