Remote Family Protection Advisor

Lever, Inc.; Deming (NM); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, 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. The deal emphasizes home office setup, web presentations, and work that matters to families.

You will join a schedule you can build around real life, maintaining a portfolio you keep serving rather than a stack of one-off calls. Training and leadership stay involved to support your success.

Qualifications

• Clear and human communication is essential.
• Ability to work independently without constant supervision.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team and use provided tools and mentorship.
• Deliver web presentations and remote client interactions.
• Build a schedule that fits real life while delivering value to families.

Skills

Clear communication

Discipline

Process adherence

Interest in benefits conversations

Job description

Lever, Inc. is seeking a client-facing, 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. The deal emphasizes home office setup, web presentations, and work that matters to families.

You will join a schedule you can build around real life, maintaining a portfolio you keep serving rather than a stack of one-off calls. Training and leadership stay involved to support your success.