Remote Family Protection Advisor

Lever, Inc.; Burnsville (MN); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. seeks 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 help enroll and support clients who asked for guidance.

You will operate with a schedule you can build around real life, and engage in benefits conversations as part of a client portfolio, emphasizing clear communication and process discipline.

Qualifications

• Clear, human communication.
• Self-motivated with discipline and minimal supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver guidance.

Job description

Lever, Inc. seeks 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 help enroll and support clients who asked for guidance.

You will operate with a schedule you can build around real life, and engage in benefits conversations as part of a client portfolio, emphasizing clear communication and process discipline.