Remote Family Protection Advisor

Lever, Inc.

Wauwatosa (WI)

Remote

USD 40,000 - 70,000

Full time

3 days ago
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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.

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