Remote Financial Guidance Specialist

Lever, Inc.; Vancouver (WA); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. operates a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

If you want a job with no conversations, it will not. 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.

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. operates a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

If you want a job with no conversations, it will not. 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.