Remote Family Protection Advisor — Flexible Schedule

Lever, Inc.; West Valley City (UT); A distancia; USD 50.000 - 80.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. The position emphasizes guiding clients, delivering value, and leveraging mentorship and tools to support people seeking guidance.

You will enroll and support clients who asked for guidance, work closely with mentors, and present information through web presentations that help families plan and make informed decisions.

Formación

• Clear and human communication.
• Discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsabilidades

• Enroll and support clients who asked for guidance.
• Be client-facing in a financial services context.
• Work with mentors and a defined process.
• Deliver presentations via web-based tools.

Conocimientos

Clear communication

Self-discipline

Process orientation

Benefits conversations

Descripción del empleo

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. The position emphasizes guiding clients, delivering value, and leveraging mentorship and tools to support people seeking guidance.

You will enroll and support clients who asked for guidance, work closely with mentors, and present information through web presentations that help families plan and make informed decisions.