Remote Family Protection Advisor

Lever, Inc.; Blacksburg (VA); Remote; USD 45,000 - 65,000; Full time

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, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position offers meaningful work for families, flexible scheduling, and leadership that stays involved through training and ongoing coaching. A portfolio of client relationships will be nurtured rather than one-off calls.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to 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 use provided tools.
• Deliver guidance in a client-facing, financial-services context.

Skills

Client-facing

Mentorship

Remote work

Guidance delivery

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, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position offers meaningful work for families, flexible scheduling, and leadership that stays involved through training and ongoing coaching. A portfolio of client relationships will be nurtured rather than one-off calls.