Remote Client Benefits Advisor - Flexible Hours + Mentorship

Lever, Inc.; Pueblo (CO); Remote; USD 50,000 - 80,000; 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 financial-services seat focused on speaking with prospective clients who requested information. The role leverages pre-qualified warm leads, a structured enrollment flow, and ongoing mentorship to build a durable client list.

It offers flexible hours and remote tools, with coaching to help you grow in a performance-driven environment. Self-marters who enjoy helping families will thrive in this setup.

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 financial-services seat focused on speaking with prospective clients who requested information. The role leverages pre-qualified warm leads, a structured enrollment flow, and ongoing mentorship to build a durable client list.

It offers flexible hours and remote tools, with coaching to help you grow in a performance-driven environment. Self-marters who enjoy helping families will thrive in this setup.