Remote Family Finance Advocate

Lever, Inc.; Kent (WA); Remote; USD 42,000 - 61,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding support

Remote tools

Flexible hours

Mentorship program

Job summary

Lever, Inc. is seeking a remote, entry-to-mid level financial-services seat built around warm leads and a structured training system. You will engage with prospective clients, guide them through information requests, and support enrollment flows.

Ideal candidates are self-starters who welcome coaching and enjoy helping families in a performance-driven environment. Flexible hours and ongoing mentorship are provided to help you grow.

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, entry-to-mid level financial-services seat built around warm leads and a structured training system. You will engage with prospective clients, guide them through information requests, and support enrollment flows.

Ideal candidates are self-starters who welcome coaching and enjoy helping families in a performance-driven environment. Flexible hours and ongoing mentorship are provided to help you grow.