Remote Financial Services Advisor — Flexible, Client-Focused Support

AO Globe Life; Yankton (SD); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who request guidance, delivering value through web presentations and structured processes.

You will work with a growing team, receive mentorship, and help families by delivering meaningful guidance. This position emphasizes remote, flexible scheduling and the chance to build lasting client relationships.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits beyond basic sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver client-facing support remotely within the financial services space.
• Collaborate with a growing team and mentors.
• Utilize web presentations as part of the client engagement.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.

2. Work that matters to families.

3. Training and leaders who stay involved.

4. A schedule you can build around real life.

5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human

• Discipline without a supervisor in the hallway

• Openness to a proven process

• Interest in benefits conversations, not just “sales energy”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.