Remote Family Protection Advisor

Lever, Inc.; Cumberland (MD); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship and training

Job summary

Lever, Inc. is hiring a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human communication and sustaining relationships as part of a growing team.

You will have mentorship, practical tools, and a flexible schedule you can build around real life, with training and leaders who stay involved and a portfolio you will keep serving beyond one-off calls.

Qualifications

• Clear, human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just "sales energy".

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with the team and mentors.
• Deliver web presentations to clients and partners.
• Maintain a portfolio of clients served, not one-off calls.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is hiring a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human communication and sustaining relationships as part of a growing team.

You will have mentorship, practical tools, and a flexible schedule you can build around real life, with training and leaders who stay involved and a portfolio you will keep serving beyond one-off calls.