Remote Family Protection Advisor

Lever, Inc.; North Bennington (VT); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work for families

Supportive leadership

Flexible schedule

Job summary

Lever, Inc. is hiring for a client-facing role that operates fully remotely within the financial services sector. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients seeking guidance.

The position emphasizes a schedule that fits real life, training from leaders who stay involved, and ongoing client engagement that goes beyond one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Contribute to client-facing conversations in a remote setting.
• Participate in a mentorship-driven, collaborative environment.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

Lever, Inc. is hiring for a client-facing role that operates fully remotely within the financial services sector. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients seeking guidance.

The position emphasizes a schedule that fits real life, training from leaders who stay involved, and ongoing client engagement that goes beyond one-off calls.