Remote Family Finance Advisor - Flexible Schedule

Lever, Inc.; Vienna (WV); On-site; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a fully remote, client-facing role in the financial services space. You will enroll and support clients who seek guidance, with access to mentors and structured processes that guide your day-to-day activities.

You will work to build meaningful relationships, present information clearly, and participate in benefits conversations, not just energetic sales calls. A flexible schedule and real-life balance are emphasized as part of the deal.

Qualifications

• Clear, human communication is essential for client interactions.
• Ability to work independently without direct supervision.
• Open to following a proven, structured process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide training and mentorship within a team.
• Engage clients in benefit-related discussions as part of the process.

Skills

Clear communication

Self-motivation

Process adherence

People-oriented selling

Job description

Lever, Inc. is hiring for a fully remote, client-facing role in the financial services space. You will enroll and support clients who seek guidance, with access to mentors and structured processes that guide your day-to-day activities.

You will work to build meaningful relationships, present information clearly, and participate in benefits conversations, not just energetic sales calls. A flexible schedule and real-life balance are emphasized as part of the deal.