Remote Client Benefits Advisor - Mentorship & Flexibility

Lever, Inc.; Columbus (NE); Remote; USD 40,000 - 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 offering a remote financial-services role focused on guiding families through information requests, enrollment steps, and building a client list. The role emphasizes coaching, ongoing mentorship, and a performance-driven environment.

Ideal candidates are self-starters who enjoy helping families and are comfortable with a structured onboarding process and remote tools. Flexible hours and long-term career potential are highlighted as benefits.

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 offering a remote financial-services role focused on guiding families through information requests, enrollment steps, and building a client list. The role emphasizes coaching, ongoing mentorship, and a performance-driven environment.

Ideal candidates are self-starters who enjoy helping families and are comfortable with a structured onboarding process and remote tools. Flexible hours and long-term career potential are highlighted as benefits.