Remote Family Protection Advisor

Lever, Inc.; Missoula (MT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a motivated remote team member to engage with individuals who request information and guide them through simple enrollment flows.

This role focuses on mapping customer needs to available protection options and building a targeted client list, while benefiting from pre-qualified warm leads and ongoing mentorship. Ideal candidates are self-starters who enjoy helping families in a performance-driven environment and are open to coaching to grow over time.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and open to feedback.
• Able to thrive in a remote, mentorship-driven setting.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Self-starter

Coachable

Competitive

Job description

Lever, Inc. is seeking a motivated remote team member to engage with individuals who request information and guide them through simple enrollment flows.

This role focuses on mapping customer needs to available protection options and building a targeted client list, while benefiting from pre-qualified warm leads and ongoing mentorship. Ideal candidates are self-starters who enjoy helping families in a performance-driven environment and are open to coaching to grow over time.