Remote Family Protection Advisor

Lever, Inc.; Sherwood (AR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States offers a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will join a schedule you can build around real life, with training and leaders who stay involved and a portfolio you keep serving—not just a stack of one-off calls.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.
• Provide client-facing financial services remotely.

Skills

Communication

Self-discipline

Process openness

Benefits conversations

Job description

Lever, Inc. in the United States offers a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will join a schedule you can build around real life, with training and leaders who stay involved and a portfolio you keep serving—not just a stack of one-off calls.