Remote Family Finance Advisor

Lever, Inc.; Horn Lake (MS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in a financial services context. You will join a growing team, using provided tools and mentorship to enroll and support clients who seek guidance.

The role emphasizes home-office setup, web presentations, and a schedule that fits real life while delivering meaningful help to families. Expect training and ongoing involvement from leaders, with a portfolio to serve rather than a stack of one-off calls.

Qualifications

• Clear and human communication required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits beyond sales energy.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in a financial services context. You will join a growing team, using provided tools and mentorship to enroll and support clients who seek guidance.

The role emphasizes home-office setup, web presentations, and a schedule that fits real life while delivering meaningful help to families. Expect training and ongoing involvement from leaders, with a portfolio to serve rather than a stack of one-off calls.