Remote Financial Protection Planner

Lever, Inc.; Ely (NV); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using web presentations and your communication skills.

You will be paired with a growing team, receive mentorship, and work with tools to build relationships. The deal emphasizes real-life scheduling, ongoing client impact, and a portfolio of clients you keep serving.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver web-based presentations to clients.
• Build relationships with a growing client base and maintain ongoing support for portfolios.

Skills

Clear communication

Independent discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using web presentations and your communication skills.

You will be paired with a growing team, receive mentorship, and work with tools to build relationships. The deal emphasizes real-life scheduling, ongoing client impact, and a portfolio of clients you keep serving.