Remote Financial Services Advisor - Flexible & Mentored

Lever, Inc.; Lehi (UT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will join a growing team, receive guidance and tools, and be responsible for enrolling and supporting clients who request guidance.

This position emphasizes delivering value from home office presentations and ongoing client interaction. The role offers the flexibility to build a schedule around real life, with leaders who stay involved to ensure your success and growth within the

Qualifications

• 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"

Responsibilities

• Client-facing responsibilities in a fully remote setting
• Enroll and support clients who asked for guidance

Skills

Clear communication

Discipline

Process openness

Benefits conversation

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will join a growing team, receive guidance and tools, and be responsible for enrolling and supporting clients who request guidance.

This position emphasizes delivering value from home office presentations and ongoing client interaction. The role offers the flexibility to build a schedule around real life, with leaders who stay involved to ensure your success and growth within the