Remote Finance Advisor — Mentored Growth, Flexible Hours

Lever, Inc.; Peoria (AZ); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote financial-services seat focused on guiding families through information and enrollment flows. You will speak with people who asked for information and build a client list, with ongoing mentorship and onboarding.

Ideal candidates are self-starters who respond well to coaching and prefer a performance-driven environment. The role emphasizes coaching, feedback, and flexible hours; a manager is not always present.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

Lever, Inc. is seeking a remote financial-services seat focused on guiding families through information and enrollment flows. You will speak with people who asked for information and build a client list, with ongoing mentorship and onboarding.

Ideal candidates are self-starters who respond well to coaching and prefer a performance-driven environment. The role emphasizes coaching, feedback, and flexible hours; a manager is not always present.