Remote Family Protection Advisor - Flexible Schedule

Lever, Inc.; Bixby (OK); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Home office

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, equipped with tools and mentorship, and you will enroll and support clients who seek guidance.

The role emphasizes delivering meaningful help to families, with a flexible schedule and home-office setup. You will present information via web sessions and maintain a portfolio of clients you continue to serve.

Qualifications

• Clear, human communication skills required.
• Discipline and self-management without constant supervision.
• Willingness to follow a proven process and workflow.
• Interest in benefits conversations, not just energy sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients when needed.
• Collaborate with a growing team and use provided tools.

Skills

Clear communication

Self-discipline

Adaptability

Client-focused

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, equipped with tools and mentorship, and you will enroll and support clients who seek guidance.

The role emphasizes delivering meaningful help to families, with a flexible schedule and home-office setup. You will present information via web sessions and maintain a portfolio of clients you continue to serve.