Remote Financial Advocate | Flexible Hours & Mentorship

Lever, Inc.; Flint (MI); Remote; USD 45,000 - 65,000; 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 seeking a self-motivated remote financial-services representative to engage warmly with prospective clients, map needs, and guide enrollments. This role offers pre-qualified leads, mentorship, and flexible hours.

You will be coached to build and service a client list, with ongoing onboarding and remote tools to support success. A performance-driven environment suits those who thrive on feedback and continuous improvement.

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 seeking a self-motivated remote financial-services representative to engage warmly with prospective clients, map needs, and guide enrollments. This role offers pre-qualified leads, mentorship, and flexible hours.

You will be coached to build and service a client list, with ongoing onboarding and remote tools to support success. A performance-driven environment suits those who thrive on feedback and continuous improvement.