Remote Family Financial Services Advisor

Lever, Inc.; Stockbridge (GA); Remote; USD 40,000 - 60,000; 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 coachable, remote sales enrollment specialist to work with warm leads in financial services. If you are competitive and open to coaching, this role offers a long-term career path with mentorship and onboarding support.

Daily work includes speaking with information-seekers, mapping needs to suitable protection options, running enrollment flows, and building a client list. Flexible hours and remote tools are provided to support performance growth.

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

Job description

Lever, Inc. is seeking a coachable, remote sales enrollment specialist to work with warm leads in financial services. If you are competitive and open to coaching, this role offers a long-term career path with mentorship and onboarding support.

Daily work includes speaking with information-seekers, mapping needs to suitable protection options, running enrollment flows, and building a client list. Flexible hours and remote tools are provided to support performance growth.