Remote Family Financial Services Advisor

Lever, Inc.; Lincoln (NE); Remote; USD 42,000 - 64,000; 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 proactive, coachable teammate for a remote financial-services seat built around warm leads and a structured training system. You will speak with people interested in information, guide them through enrollment, and build a serviceable client list.

Ideal candidates are self-starters who thrive in a performance environment and welcome ongoing mentorship, with the flexibility to work remotely and adapt to changing schedules.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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

Self-starter

Coachable

Job description

Lever, Inc. is seeking a proactive, coachable teammate for a remote financial-services seat built around warm leads and a structured training system. You will speak with people interested in information, guide them through enrollment, and build a serviceable client list.

Ideal candidates are self-starters who thrive in a performance environment and welcome ongoing mentorship, with the flexibility to work remotely and adapt to changing schedules.