Remote Family Protection Advisor

Lever, Inc.; Castle Rock (CO); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Mentorship and training

Impactful client work

Job summary

Lever, Inc. is seeking a client-facing, fully remote team member in the financial services space. You will enroll and support clients who request guidance, using web presentations and a proven process to deliver value.

You will be paired with a growing team, receive mentorship, and operate with a schedule you can build around real life, focusing on benefits conversations that matter to families.

Qualifications

• Clear, human communication is essential.
• Self-discipline to work without a supervisor.
• Open to following a proven sales/benefit process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services through home-office web sessions.
• Deliver training and mentorship to clients on a flexible schedule.

Skills

Clear comms

Remote work discipline

Process-oriented

Job description

Lever, Inc. is seeking a client-facing, fully remote team member in the financial services space. You will enroll and support clients who request guidance, using web presentations and a proven process to deliver value.

You will be paired with a growing team, receive mentorship, and operate with a schedule you can build around real life, focusing on benefits conversations that matter to families.