Remote Family Protection Advisor

Lever, Inc.; Rochester Hills (MI); Remote; USD 55,000 - 75,000; Full time

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.