Remote Financial Protection Advisor — Growth Path

Lever, Inc.; Milton (VT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced peers

Leadership path for high performers

Job summary

Lever, Inc. is hiring for a remote role focused on helping clients navigate financial-protection options. You’ll engage warm leads, explain benefits clearly, and enroll clients when it’s a good fit. You’ll be coached by experienced teammates and tracked on activity and results, with a clear path into leadership for high performers.

Interviews are conducted on Zoom, and you’ll join a supportive, process-driven team that emphasizes coaching, accountability, and scalable growth in a remote setting.

Qualifications

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 hiring for a remote role focused on helping clients navigate financial-protection options. You’ll engage warm leads, explain benefits clearly, and enroll clients when it’s a good fit. You’ll be coached by experienced teammates and tracked on activity and results, with a clear path into leadership for high performers.

Interviews are conducted on Zoom, and you’ll join a supportive, process-driven team that emphasizes coaching, accountability, and scalable growth in a remote setting.