Remote Family Protection Advisor

Lever, Inc.; Santa Ana (CA); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Fully remote

Mentorship & training

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 request guidance, working with a growing team that provides tools and mentorship to help you succeed.

You will participate in home-office oriented duties, deliver web presentations, and shape a schedule that fits real life while maintaining a high standard of client outcomes. This role emphasizes clear communication and dedicated client support.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Interest in discussing benefits, not just selling.
• Comfort with a remote, flexible schedule.

Responsibilities

• Enroll and support clients who request guidance.
• Work with a growing team with mentorship and tools.
• Deliver web presentations and remote trainings.
• Build a schedule that fits real life while delivering value.

Skills

Clear communication

Self-discipline

Independent work

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 request guidance, working with a growing team that provides tools and mentorship to help you succeed.

You will participate in home-office oriented duties, deliver web presentations, and shape a schedule that fits real life while maintaining a high standard of client outcomes. This role emphasizes clear communication and dedicated client support.