Remote Family Protection Advisor

Lever, Inc.; Muncie (IN); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is a fully remote financial services company enrolling and supporting clients who asked for guidance. You’ll be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek help.

You will operate with clear communication, self-discipline, and a proven process, while building flexible schedules around real-life commitments and ongoing client relationships.

Qualifications

• Clear and human communication is required.
• Self-discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-focused guidance and mentorship.
• Collaborate with the team to ensure consistent service.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is a fully remote financial services company enrolling and supporting clients who asked for guidance. You’ll be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients who seek help.

You will operate with clear communication, self-discipline, and a proven process, while building flexible schedules around real-life commitments and ongoing client relationships.