Remote Financial Services Advisor — Flexible Hours & Mentorship

Lever, Inc.; Pawtucket (RI); Remote; USD 45,000 - 70,000; 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 structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this will not.

Daily work includes speaking with inquiries, mapping needs to protection options, running enrollment flows, and building a client list, all supported by 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. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this will not.

Daily work includes speaking with inquiries, mapping needs to protection options, running enrollment flows, and building a client list, all supported by pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.