Remote Financial Services Advisor - Flexible Hours

Lever, Inc.; San Antonio (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services seat built around warm leads and a training system. If you are competitive and coached, it can become a long-term career.

Daily work includes speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, 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. offers a remote financial-services seat built around warm leads and a training system. If you are competitive and coached, it can become a long-term career.

Daily work includes speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.