Remote Family Protection Advisor

Lever, Inc.; Frisco (TX); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Long-term portfolio

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance. The deal emphasizes a home office, web presentations, meaningful work for families, ongoing training, and a flexible schedule.

Expect to work with leaders who stay involved, build relationships, and serve a portfolio of clients over time as part of a trusted process.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with mentors and use provided tools and processes.
• Provide client-facing support remotely to a financial services audience.

Skills

Clear communication

Self-discipline

Process orientation

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 mentorship, and enroll and support clients who asked for guidance. The deal emphasizes a home office, web presentations, meaningful work for families, ongoing training, and a flexible schedule.

Expect to work with leaders who stay involved, build relationships, and serve a portfolio of clients over time as part of a trusted process.