Remote Financial Guidance Specialist – Inbound

Lever, Inc.; Montgomery (AL); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from peers

Leadership path

Job summary

Lever, Inc. is offering a fully remote role focused on inbound conversations with clients seeking financial-protection options. Training, coaching, and a measured performance approach support your success. Interviews are conducted on Zoom.

Ideal candidates are competitive, coachable, and comfortable on camera, with a clear process to follow and opportunities to advance into leadership based on results.

Qualifications

• You should apply if you are competitive, coachable, and comfortable on camera.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Job description

Lever, Inc. is offering a fully remote role focused on inbound conversations with clients seeking financial-protection options. Training, coaching, and a measured performance approach support your success. Interviews are conducted on Zoom.

Ideal candidates are competitive, coachable, and comfortable on camera, with a clear process to follow and opportunities to advance into leadership based on results.