Remote Family Protection Advisor

Lever, Inc.; Coventry (RI); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing team member for a fully remote role in the financial services space. You will enroll and support clients, guiding them through the process with clarity and care.

You’ll join a growing team, receive mentorship, and work with tools designed to enable meaningful conversations about benefits, not just quick sales energy. A schedule that fits real life and ongoing development are provided.

Qualifications

• Must communicate clearly and with a human touch.
• Capable of working without direct supervision and staying organized.
• Comfortable following a proven sales/engagement process.
• Interested in discussing benefits, not just sales energy.

Skills

Clear communication

Self-motivation

Discipline without supervision

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing team member for a fully remote role in the financial services space. You will enroll and support clients, guiding them through the process with clarity and care.

You’ll join a growing team, receive mentorship, and work with tools designed to enable meaningful conversations about benefits, not just quick sales energy. A schedule that fits real life and ongoing development are provided.