Remote Client Benefits Advisor
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a self-driven candidate for a remote financial-services seat focused on educating prospects who asked for information, mapping needs to protection options, and guiding enrollments.
If you thrive on coaching and feedback and enjoy building a client list, this role offers warm leads, step-by-step onboarding, remote tools, and mentorship, with flexible hours and a performance-driven 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 self-driven candidate for a remote financial-services seat focused on educating prospects who asked for information, mapping needs to protection options, and guiding enrollments.
If you thrive on coaching and feedback and enjoy building a client list, this role offers warm leads, step-by-step onboarding, remote tools, and mentorship, with flexible hours and a performance-driven environment.
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