Remote Family Protection Advisor

Lever, Inc.; Apex (NC); Remote; USD 42,000 - 66,000; 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 offering a remote financial-services position designed around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; a role with no conversations will not fit.

You will engage with prospects, map needs for protection options, guide enrollment, and grow a client list from pre-qualified leads. Provided are onboarding steps, remote tools, flexible hours, and ongoing mentorship to support your development in a

Qualifications

• Self-starter who can work independently and adapt to coaching feedback.
• Ability to help families and navigate a performance-driven 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

Customer service

Performance mindset

Job description

Lever, Inc. is offering a remote financial-services position designed around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; a role with no conversations will not fit.

You will engage with prospects, map needs for protection options, guide enrollment, and grow a client list from pre-qualified leads. Provided are onboarding steps, remote tools, flexible hours, and ongoing mentorship to support your development in a