Remote Enrollment & Family Finance Advisor

Lever, Inc.; Riverside (CA); Remote; USD 50,000 - 70,000; 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 self-motivated professional for a remote financial‑services role built around warm leads and a structured training system. If you are coachable and eager to grow in a performance environment, this opportunity can become a long-term career.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a serviced client list. Flexible hours and ongoing mentorship are provided to support success.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and adapt to a remote, structured training system.

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-motivated professional for a remote financial‑services role built around warm leads and a structured training system. If you are coachable and eager to grow in a performance environment, this opportunity can become a long-term career.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a serviced client list. Flexible hours and ongoing mentorship are provided to support success.