Remote Family Coverage Advisor

Lever, Inc.; Norwalk (CT); Remote; USD 42,000 - 68,000; 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 associate to engage warm leads and guide families through information, options, and enrollment steps. You will be coached in a performance-driven environment and built for long-term career growth.

Daily work includes speaking with interested individuals, mapping needs to protection options, running enrollment flows, and building a reliable client list. Flexible hours and mentorship are provided to help you succeed.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Able to receive feedback and coaching in a remote work setting.
• Comfortable working with flexible hours and independent scheduling.

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.

Skills

Communication skills

Active listening

Coachable

Tools

CRM software

Job description

Lever, Inc. is seeking a remote financial-services associate to engage warm leads and guide families through information, options, and enrollment steps. You will be coached in a performance-driven environment and built for long-term career growth.

Daily work includes speaking with interested individuals, mapping needs to protection options, running enrollment flows, and building a reliable client list. Flexible hours and mentorship are provided to help you succeed.