Remote Financial Needs Advisor — Mentored Growth

Lever, Inc.; Decatur (AL); Remote; USD 35,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a self-motivated, coachable professional for a remote financial-services role. You will engage with families requesting information, map their protection needs, and guide them through a simple enrollment flow.

You will build and maintain a client list while receiving ongoing mentorship and flexible hours. The position focuses on long-term career growth in a performance-focused environment, backed by pre-qualified leads and step-by-step onboarding.

Qualifications

• Strong communication with clients and families.
• Ability to map needs and explain protection options.
• Comfort in a performance-driven environment.

Responsibilities

• Speak with prospective clients who request information.
• Map needs and explain protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Active listening

Coachable

Self-motivation

Job description

Lever, Inc. is seeking a self-motivated, coachable professional for a remote financial-services role. You will engage with families requesting information, map their protection needs, and guide them through a simple enrollment flow.

You will build and maintain a client list while receiving ongoing mentorship and flexible hours. The position focuses on long-term career growth in a performance-focused environment, backed by pre-qualified leads and step-by-step onboarding.