Remote Family Financial Services Advisor

Lever, Inc.; El Paso (TX); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a self-motivated, coachable teammate for a remote financial-services seat built around warm leads and a structured training system.

This role offers long-term growth potential for individuals who welcome coaching and active conversations with clients. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing 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 self-motivated, coachable teammate for a remote financial-services seat built around warm leads and a structured training system.

This role offers long-term growth potential for individuals who welcome coaching and active conversations with clients. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.