Remote Financial Advisor - Flexible Schedule & Mentorship

Lever, Inc.; Farmington (NM); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. in the United States offers a client-facing, fully remote role within financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will work from a home office, deliver web presentations, and build a schedule you can align with real life, while maintaining a portfolio of clients you continue to serve rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Ability to work independently without supervision.
• Willingness to follow established processes.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations from a home office.
• Build a schedule that aligns with real life while serving a client portfolio.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. in the United States offers a client-facing, fully remote role within financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will work from a home office, deliver web presentations, and build a schedule you can align with real life, while maintaining a portfolio of clients you continue to serve rather than one-off calls.