Remote Financial Services Advisor for Families

Lever, Inc.; Milford (CT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in Milford, CT is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The position promises a schedule you can build around real life, plus training and leaders who stay involved, and a portfolio you keep serving beyond one-off calls.

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

• Enroll and support clients who asked for guidance.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. in Milford, CT is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The position promises a schedule you can build around real life, plus training and leaders who stay involved, and a portfolio you keep serving beyond one-off calls.