Remote Family Needs Advisor with Flexible Schedule

Lever, Inc.; Lee's Summit (MO); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing remote role in financial services, coaching and guiding clients who request assistance. You will be paired with a growing team and receive mentorship and supportive tools.

You will enroll and support clients, building relationships while contributing to a portfolio that you keep serving. Expect a schedule you can build around real life with ongoing benefits conversations.

Qualifications

• Clear and human communication.
• Disciplined work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Provide guidance through remote, client-facing interactions.

Skills

Clear communication

Self-discipline

Openness to proven process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing remote role in financial services, coaching and guiding clients who request assistance. You will be paired with a growing team and receive mentorship and supportive tools.

You will enroll and support clients, building relationships while contributing to a portfolio that you keep serving. Expect a schedule you can build around real life with ongoing benefits conversations.