Remote Family Protection Advisor

Lever, Inc.; Moscow (ID); 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 asked for guidance, with access to a growing team, tools, and mentorship.

The position emphasizes presentations via the web, a flexible schedule, and handling a portfolio of clients rather than isolated calls. Training and leaders stay involved to guide your progress.

Qualifications

• Communication that is clear and human.
• 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.
• Present financial services to clients via web presentations.
• Work with a growing team and receive mentorship.
• Build a schedule that fits real life.

Skills

Clear communication

Self-motivation

Open to process

Benefits conversations

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 asked for guidance, with access to a growing team, tools, and mentorship.

The position emphasizes presentations via the web, a flexible schedule, and handling a portfolio of clients rather than isolated calls. Training and leaders stay involved to guide your progress.