Remote Financial Protection Advisor — Coaching Path

Lever, Inc.; El Paso (TX); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside, not a dead-end job. This seat works warm leads and you talk with people who requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

You handle conversations, explain options clearly, help clients enroll when there is a fit, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom, with remote work and coaching from experienced teammates.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside, not a dead-end job. This seat works warm leads and you talk with people who requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

You handle conversations, explain options clearly, help clients enroll when there is a fit, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom, with remote work and coaching from experienced teammates.