Remote Financial Protections Advisor

Lever, Inc.; Albany (OR); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Remote work

Written process for the job

Coaching from experienced staff

Leadership path for high performers

Job summary

Lever, Inc. is offering a remote sales-facing role focused on helping clients explore financial-protection options. You will engage with warm leads, explain benefits, and guide eligible clients through enrollment while maintaining a disciplined follow-up process.

Ideal candidates are competitive, coachable, and comfortable on camera. Expect Zoom interviews and a path into leadership for high performers who deliver results.

Qualifications

• Must be competitive and coachable
• Able to communicate options clearly
• Comfortable on camera during calls with clients

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

Skills

Excellent communication

Coachable

Comfortable on camera

Job description

Lever, Inc. is offering a remote sales-facing role focused on helping clients explore financial-protection options. You will engage with warm leads, explain benefits, and guide eligible clients through enrollment while maintaining a disciplined follow-up process.

Ideal candidates are competitive, coachable, and comfortable on camera. Expect Zoom interviews and a path into leadership for high performers who deliver results.