Remote Financial Protection Advisor

Lever, Inc.; Alexandria (LA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. The role is remote, with interviews conducted on Zoom and no cold calling involved.

Admin duties include notes, appointments, CRM hygiene, and ongoing relationship management. The position offers full training, access to the current tech stack, and a path for performance-based advancement while working from home.

Responsibilities

• Assess client needs and present options to prospects.
• Maintain CRM hygiene, notes, and appointments.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. The role is remote, with interviews conducted on Zoom and no cold calling involved.

Admin duties include notes, appointments, CRM hygiene, and ongoing relationship management. The position offers full training, access to the current tech stack, and a path for performance-based advancement while working from home.