Remote Financial Advisor — Mentorship & Flexible Hours

Lever, Inc.; Springfield (OR); Remote; USD 45,000 - 60,000; 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 coaching system. You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list.

Provided: pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, ongoing mentorship. Good fit: self-starters who like helping families in a performance-driven 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

Job description

Lever, Inc. offers a remote financial-services seat built around warm leads and a coaching system. You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list.

Provided: pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, ongoing mentorship. Good fit: self-starters who like helping families in a performance-driven environment.