Remote Family Protection Advisor

Lever, Inc.; Westbrook (ME); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is a remote financial-services seat designed around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want no conversations, this role won’t fit.

Daily tasks include speaking with information-seekers, mapping needs to protection options, guiding enrollment flows, and building a client list. The provided setup offers pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship to

Qualifications

• Excellent communication skills and ability to coach others.
• Experience with enrolling customers and handling inquiries.
• Ability to work with warm leads and mentorship programs.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Active listening

Coaching

Job description

Lever, Inc. is a remote financial-services seat designed around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want no conversations, this role won’t fit.

Daily tasks include speaking with information-seekers, mapping needs to protection options, guiding enrollment flows, and building a client list. The provided setup offers pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship to