Remote Family Protection Advisor — Flexible Schedule

Lever, Inc.

Unalaska (AK)

Remote

USD 60,000 - 90,000

Full time

3 days ago
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Job summary

Lever, Inc. is seeking a fully remote, client-facing position in the financial services space. You will be paired with a growing team, receive mentorship and tools, and help enroll and support clients who seek guidance. The role emphasizes work that matters to families and a schedule you can build around real life.

Training and leaders stay involved to support your growth, and you will manage a portfolio of ongoing client interactions rather than one-off calls.

Qualifications

  • Clear and human communication is essential.
  • Self-discipline without a supervisor in the hallway.
  • Willingness to follow a proven process.
  • Interest in benefits conversations, not just "sales energy".

Responsibilities

  • Enroll and support clients who asked for guidance.
  • Contribute to a client-facing role in financial services from a fully remote setup.

Skills

Clear communication
Self-discipline
Process adherence
Benefits conversations

Job description

Lever, Inc. is seeking a fully remote, client-facing position in the financial services space. You will be paired with a growing team, receive mentorship and tools, and help enroll and support clients who seek guidance. The role emphasizes work that matters to families and a schedule you can build around real life.

Training and leaders stay involved to support your growth, and you will manage a portfolio of ongoing client interactions rather than one-off calls.

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