Remote Family Protection Advisor

Lever, Inc.; Bath (ME); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Home office

Remote work

Mentorship and training

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who requested guidance.

The deal emphasizes a home office setup, web presentations, and a schedule adaptable to real-life commitments. The role focuses on meaningful work for families and ongoing support through a proven process, highlighting benefits conversations over pure sales

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Tools

Tools & mentorship access

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who requested guidance.

The deal emphasizes a home office setup, web presentations, and a schedule adaptable to real-life commitments. The role focuses on meaningful work for families and ongoing support through a proven process, highlighting benefits conversations over pure sales