Remote Financial Advisor - Warm Leads & Mentorship

Lever, Inc.; Hattiesburg (MS); Remote; USD 35,000 - 55,000; 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 offering a remote position in financial services. The role centers on engaging warm leads, guiding clients through information and enrollment steps, and building a client list with ongoing mentorship and coaching.

Good performers who are coachable can develop a long-term career; this role requires active conversations and a proactive approach in a performance-driven environment, with remote tools and flexible hours.

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 offering a remote position in financial services. The role centers on engaging warm leads, guiding clients through information and enrollment steps, and building a client list with ongoing mentorship and coaching.

Good performers who are coachable can develop a long-term career; this role requires active conversations and a proactive approach in a performance-driven environment, with remote tools and flexible hours.