Remote Financial Protection Advisor - Mentorship & Flex Hours

Lever, Inc.; Reading (Berks County); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a self-motivated candidate for a remote financial-services role focused on guiding clients through information gathering and enrollment steps. The position emphasizes coaching, mentorship, and a performance environment, with ongoing training to develop long-term career potential.

You will work with pre-qualified leads, manage enrollment flows, and build a client list, with flexible hours and remote tools in a supportive team and ongoing mentorship.

Responsibilities

• Speak with people who asked for 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 self-motivated candidate for a remote financial-services role focused on guiding clients through information gathering and enrollment steps. The position emphasizes coaching, mentorship, and a performance environment, with ongoing training to develop long-term career potential.

You will work with pre-qualified leads, manage enrollment flows, and build a client list, with flexible hours and remote tools in a supportive team and ongoing mentorship.