Remote Client Benefits Advisor

Lever, Inc.; Irving (TX); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote sales-oriented professional for a financial-services seat built around warm leads and a structured training system. This role emphasizes coaching, mentorship, and a long-term career path in a dynamic environment.

You will engage with prospective clients, guide them through information flows, and contribute to a growing client network. Flexible hours and ongoing mentorship are provided to help you perform at your best from a home office.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

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.