Remote Family Benefits Advisor – Flexible Hours & Mentorship

Lever, Inc.; Lansdale (Montgomery County); Remote; USD 55,000 - 95,000; 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 sales/support associate to engage with interested individuals, map protection options, guide enrollment steps, and build a client list. The role emphasizes coaching, monthly mentorship, and a long-term career path in a financial-services context.

Ideal candidates are self-starters who respond well to feedback and enjoy helping families navigate options. This is a remote position with flexible hours and ongoing coaching.

Qualifications

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

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 sales/support associate to engage with interested individuals, map protection options, guide enrollment steps, and build a client list. The role emphasizes coaching, monthly mentorship, and a long-term career path in a financial-services context.

Ideal candidates are self-starters who respond well to feedback and enjoy helping families navigate options. This is a remote position with flexible hours and ongoing coaching.