Remote Family Protection Advisor

AO Garcia Agency; East Honolulu (HI); A distancia; USD 50.000 - 70.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing finance services specialist to work remotely with a growing team. You will enroll and support clients who seek guidance, delivering clear, human communication and helping families make informed decisions.

This role emphasizes a proven process, ongoing training, and leaders who stay involved, with a schedule that adapts to real life. Join a portfolio of clients you keep serving rather than one-off calls.

Formación

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

Responsabilidades

• Enroll and support clients who ask for guidance.
• Collaborate with a growing remote team and mentors.
• Present and support web-based materials to families.

Conocimientos

Clear communication

Self-motivation

Process oriented

Benefits conversations

Descripción del empleo

Lever, Inc. is seeking a client-facing finance services specialist to work remotely with a growing team. You will enroll and support clients who seek guidance, delivering clear, human communication and helping families make informed decisions.

This role emphasizes a proven process, ongoing training, and leaders who stay involved, with a schedule that adapts to real life. Join a portfolio of clients you keep serving rather than one-off calls.