Remote Financial Advisor - Flexible, Client-Focused Support

Lever, Inc.; Kailua (HI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship program

Web presentations

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team and mentorship from leaders to help you succeed.

You will work with a schedule you can build around real life, with a home-office setup and ongoing opportunities to serve families through a trusted process and platform.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive mentorship.
• Provide remote client-facing financial services support.
• Contribute to trainings and ongoing client engagement.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team and mentorship from leaders to help you succeed.

You will work with a schedule you can build around real life, with a home-office setup and ongoing opportunities to serve families through a trusted process and platform.