Remote Financial Advisor — Flexible Hours & Mentorship

Lever, Inc.; Camden (DE); Remote; USD 50,000 - 70,000; 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. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. This role requires interaction and ongoing mentorship as you engage with prospective clients.

Daily duties include speaking with interested individuals, mapping needs for protection options, guiding enrollment flows, and building a client list while leveraging provided tools and flexible hours.

Qualifications

• Speak with people who asked for information.
• Self-starters who like helping families and can handle a performance environment.

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.

Skills

Communication skills

Coachable

Self-starter

Job description

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. This role requires interaction and ongoing mentorship as you engage with prospective clients.

Daily duties include speaking with interested individuals, mapping needs for protection options, guiding enrollment flows, and building a client list while leveraging provided tools and flexible hours.