Remote Family Protection Advisor

Lever, Inc.; Elyria (OH); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship.

The position emphasizes a home-office setup, delivering web presentations, and building a schedule that fits real life, while managing a portfolio of client relationships instead of one-off calls.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Represent financial services with professionalism and care.

Skills

Excellent communication

Self-motivation

Disciplined, independent

Openness to proven process

Benefits conversations interest

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship.

The position emphasizes a home-office setup, delivering web presentations, and building a schedule that fits real life, while managing a portfolio of client relationships instead of one-off calls.