Remote Financial Services Advisor: Flexible Hours & Mentorship

Lever, Inc.; Lafayette (LA); Remote; USD 65,000 - 90,000; 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. is seeking a remote financial-services specialist to work with warm leads within a structured training system. You will be coached and supported as you grow into a long-term career.

Daily activities include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided items include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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. is seeking a remote financial-services specialist to work with warm leads within a structured training system. You will be coached and supported as you grow into a long-term career.

Daily activities include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided items include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.