Remote Financial Services Advisor - Coaching & Growth

Lever, Inc.; Durham (NC); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced reps

Structured process

Leadership path for high performers

Job summary

Lever, Inc. is seeking motivated people for a remote career with upside. This seat works warm leads; you talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

You will take requested conversations, explain options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.

Qualifications

• People who are competitive, coachable, and comfortable on camera.

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

Competitive

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated people for a remote career with upside. This seat works warm leads; you talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

You will take requested conversations, explain options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.