Remote Family Needs Advisor — Financial Protection & Enrollment

Lever, Inc.; Woonsocket (RI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote-facing role in the financial-services space focused on guiding prospective clients through information requests and enrollment steps.

The role emphasizes coaching, mentorship, and a performance-driven environment, with pre-qualified warm leads and flexible scheduling. Daily tasks include speaking with interested individuals, mapping protection needs, running enrollment flows, and building client lists, all supported by remote tools and onboarding processes.

Qualifications

• Willing to be coached and improve through feedback.
• Self-motivated with a results-driven mindset.
• Strong communication and listening skills.

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

Communication

Self-starter

Coachable

Remote work

Job description

Lever, Inc. is seeking a remote-facing role in the financial-services space focused on guiding prospective clients through information requests and enrollment steps.

The role emphasizes coaching, mentorship, and a performance-driven environment, with pre-qualified warm leads and flexible scheduling. Daily tasks include speaking with interested individuals, mapping protection needs, running enrollment flows, and building client lists, all supported by remote tools and onboarding processes.