Remote Family Protection & Benefits Advisor

Lever, Inc.; Wentzville (MO); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing role in the financial services sector. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who request guidance.

The position emphasizes work that matters to families, a schedule that fits real life, and ongoing training with leaders who stay involved. This is a fully remote opportunity with a home-office setup and long-term client relationships.

Qualifications

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

Responsibilities

• Enroll and support clients who seek guidance.
• Provide client-centric financial services insights remotely.
• Engage with families to deliver meaningful, ongoing guidance.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a remote, client-facing role in the financial services sector. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who request guidance.

The position emphasizes work that matters to families, a schedule that fits real life, and ongoing training with leaders who stay involved. This is a fully remote opportunity with a home-office setup and long-term client relationships.