Remote Financial Protection Advisor - Flexible Hours

Lever, Inc.; Grand Rapids (MI); Remote; USD 50,000 - 75,000; 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 seeking a motivated remote financial-services associate to work with pre-qualified warm leads and a structured training system. This role is remote and offers flexible hours, ongoing mentorship, and a clear path toward a long-term career for those who are coachable.

Daily tasks include speaking with people who request information, mapping needs for protection options, running enrollment flows, and building and servicing a client list in a performance-driven environment.

Responsibilities

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

Job description

Lever, Inc. is seeking a motivated remote financial-services associate to work with pre-qualified warm leads and a structured training system. This role is remote and offers flexible hours, ongoing mentorship, and a clear path toward a long-term career for those who are coachable.

Daily tasks include speaking with people who request information, mapping needs for protection options, running enrollment flows, and building and servicing a client list in a performance-driven environment.