Remote Family Protection Advisor | Flexible Schedule

Lever, Inc.; Avondale (AZ); Remote; USD 45,000 - 75,000; Full time

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 and mentors while using available tools. The position emphasizes delivering meaningful outcomes for families.

The role offers a schedule you can build around real life and opportunities to contribute to a portfolio of ongoing client support beyond one-off calls.

Qualifications

• Clear, human communication is essential.
• Disciplined approach with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Collaborate with a growing team and leverage provided tools and mentorship.
• Engage in client-facing activities within a fully remote setup.
• Contribute to delivering value to families through financial services.

Skills

Clear communication

Self-discipline

Process openness

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 and mentors while using available tools. The position emphasizes delivering meaningful outcomes for families.

The role offers a schedule you can build around real life and opportunities to contribute to a portfolio of ongoing client support beyond one-off calls.