Remote Financial Services Advisor — Flexible Schedule

Lever, Inc.; Midwest City (OK); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who seek guidance, paired with a growing team, backed by tools and mentorship to help families thrive.

This role offers a schedule you can build around real life, ongoing training, and leaders who stay involved. You will focus on benefits conversations within a proven process, delivering meaningful work that families rely on.

Formación

• Clear, human-centered communication.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients seeking guidance.
• Partner with a growing team and use offered tools and mentorship.

Conocimientos

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Descripción del empleo

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who seek guidance, paired with a growing team, backed by tools and mentorship to help families thrive.

This role offers a schedule you can build around real life, ongoing training, and leaders who stay involved. You will focus on benefits conversations within a proven process, delivering meaningful work that families rely on.