Remote Family Protection Advisor

Lever, Inc.; Bartlett (TN); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing role in financial services. You will enroll and support clients, present to them from a home office, and work with mentors to deliver value to families.

The position emphasizes structured processes and meaningful, real-life client interactions. Applicants should communicate clearly, be self-disciplined without direct supervision, and engage in benefits conversations, not just sales energy.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and mentors.
• Present information via home-based web sessions.
• Contribute to a portfolio of ongoing client relationships.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a remote, client-facing role in financial services. You will enroll and support clients, present to them from a home office, and work with mentors to deliver value to families.

The position emphasizes structured processes and meaningful, real-life client interactions. Applicants should communicate clearly, be self-disciplined without direct supervision, and engage in benefits conversations, not just sales energy.