Remote Financial Needs Advisor — Flexible Hours & Mentorship

Lever, Inc.; Georgetown (KY); 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 recruiting for a remote financial-services role. It’s built around warm leads and a robust training system; if you are competitive and coachable, it can become a long-term career.

If you want a job with no conversations, it will not. Daily work: speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list. Perks include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours,

Job description

Lever, Inc. is recruiting for a remote financial-services role. It’s built around warm leads and a robust training system; if you are competitive and coachable, it can become a long-term career.

If you want a job with no conversations, it will not. Daily work: speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build a client list. Perks include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours,