Remote Financial Protection Advisor

AO Garcia Agency; San Francisco (CA); Remoto; USD 52.000 - 68.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

Lever, Inc. is seeking a remote financial-services advisor to engage warm leads and guide prospects through the information stage.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours and ongoing mentorship to support long-term growth.

Competenze

• Self-starters who like helping families and can handle a performance environment.

Mansioni

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Descrizione del lavoro

Lever, Inc. is seeking a remote financial-services advisor to engage warm leads and guide prospects through the information stage.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours and ongoing mentorship to support long-term growth.