Remote Financial Client Advisor — Flexible Hours

Lever, Inc.; Kailua (HI); Remote; USD 42,000 - 62,000; 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 candidate for a remote financial-services role built around warm leads and a structured training system.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided assets include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship—ideal for someone who thrives in a

Qualifications

• 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

Job description

Lever, Inc. is seeking a self-motivated candidate for a remote financial-services role built around warm leads and a structured training system.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided assets include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship—ideal for someone who thrives in a