Remote Family Protection Advisor

Lever, Inc.; Wauwatosa (WI); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote client-facing professional in the financial services space. You will be paired with a growing team, empowered with tools and mentorship, and expected to enroll and support clients who seek guidance.

You will work independently within a proven process, focusing on stimulating beneficial conversations about client outcomes and services, while maintaining a strong customer-first approach.

Qualifications

• Clear, human communication style.
• Ability to work well without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team to deliver meaningful client outcomes.

Skills

Clear communication

Self-motivation

Adaptability

Process-oriented

Benefits conversations

Client support

Job description

Lever, Inc. is seeking a remote client-facing professional in the financial services space. You will be paired with a growing team, empowered with tools and mentorship, and expected to enroll and support clients who seek guidance.

You will work independently within a proven process, focusing on stimulating beneficial conversations about client outcomes and services, while maintaining a strong customer-first approach.