Remote Family Protection Advisor

Lever, Inc.

Rochester Hills (MI)

Remote

USD 55,000 - 75,000

Full time

3 days ago
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Job summary

Lever, Inc. is seeking a remote, client-facing professional in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and using provided tools and mentorship to deliver value.

The position emphasizes building ongoing relationships, presenting clear information, and following a proven process to ensure client outcomes in a fully remote setting.

Qualifications

  • Clear and human communication is essential.
  • Self-motivation and ability to work independently.
  • Willingness to follow a proven process.
  • Interest in discussing benefits, not just sales energy.

Responsibilities

  • Enroll and support clients who requested guidance.
  • Partner with a growing team and leverage provided tools and mentorship.

Skills

Clear communication
Self-motivation
Process-oriented
Benefits conversations

Job description

Lever, Inc. is seeking a remote, client-facing professional in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and using provided tools and mentorship to deliver value.

The position emphasizes building ongoing relationships, presenting clear information, and following a proven process to ensure client outcomes in a fully remote setting.

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