Remote Client Benefits Advisor Flexible Hours + Mentorship

Lever, Inc.; Norfolk (VA); Remote; USD 40,000 - 65,000; 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 offering a remote financial-services seat focused on helping families through a structured training system.

The role emphasizes speaking with interested individuals, mapping protection needs, guiding enrollment steps, and building a client list in a mentorship-driven environment. Successful candidates are self-starters who thrive under coaching, enjoy helping families, and can perform in a performance-driven setting.

Qualifications

• Excellent communication and listening skills.
• Ability to work autonomously and receive feedback.
• Comfort with 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.

Skills

Communication

Active listening

Self-motivation

Coaching mindset

Job description

Lever, Inc. is offering a remote financial-services seat focused on helping families through a structured training system.

The role emphasizes speaking with interested individuals, mapping protection needs, guiding enrollment steps, and building a client list in a mentorship-driven environment. Successful candidates are self-starters who thrive under coaching, enjoy helping families, and can perform in a performance-driven setting.