Remote Client Follow-Up & Protection Advisor

Lever, Inc.; Toledo (OH); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Mentorship

Coaching culture

Honest conversations

Job summary

Lever, Inc. offers a remote role on a team helping families understand and set up protection options. The position advertises flexible hours, mentorship, and clear expectations, with coaching rather than sink-or-swim, plus honest conversations without pressure.

The role emphasizes self-management, integrity, and teamwork as core requirements, along with a pathway for growth for the right attitude and performance.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivation and ability to manage work autonomously.
• Ability to collaborate effectively within a team.
• High integrity and ethical decision-making.

Responsibilities

• Provide mentorship and guidance to families.
• Maintain clear expectations and accountability.
• Support a remote team with structured coaching.
• Contribute to a growth-oriented environment.

Skills

Communication skill

Self-management

Team habits

Integrity

Job description

Lever, Inc. offers a remote role on a team helping families understand and set up protection options. The position advertises flexible hours, mentorship, and clear expectations, with coaching rather than sink-or-swim, plus honest conversations without pressure.

The role emphasizes self-management, integrity, and teamwork as core requirements, along with a pathway for growth for the right attitude and performance.