Remote Financial Needs Advisor — Flexible Hours

Lever, Inc.; Sheridan (WY); Remote; USD 50,000 - 70,000; 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 remote financial-services associate to engage warm leads and guide families through information and enrollment. You will map needs to protection options, run an enrollment flow, and build a client list, all within a coaching-centric environment.

This role offers pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. A good fit is a self-starter who enjoys helping families and thrives in a performance-driven setting; a

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 remote financial-services associate to engage warm leads and guide families through information and enrollment. You will map needs to protection options, run an enrollment flow, and build a client list, all within a coaching-centric environment.

This role offers pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. A good fit is a self-starter who enjoys helping families and thrives in a performance-driven setting; a