Remote Client Benefits Advisor

Lever, Inc.; Fort Lauderdale (FL); Remote; USD 50,000 - 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. is seeking a remote enrollment specialist in financial services, working with pre-qualified warm leads and a structured onboarding process. You will speak with people who requested information and map needs to suitable protection options.

The role offers flexible hours, ongoing mentorship, and access to remote tools to support long-term growth within a performance-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 enrollment specialist in financial services, working with pre-qualified warm leads and a structured onboarding process. You will speak with people who requested information and map needs to suitable protection options.

The role offers flexible hours, ongoing mentorship, and access to remote tools to support long-term growth within a performance-driven environment.