Remote Financial Services Advisor: Growth & Coaching

Lever, Inc.; Montgomery (AL); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced reps

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. This seat works warm leads from people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining options clearly, helping clients enroll when it fits, and maintaining a disciplined follow-up rhythm. Interviews are on Zoom.

Qualifications

• Competitive, coachable attitude and comfort on camera.

Responsibilities

• Take requested conversations, not cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside. This seat works warm leads from people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining options clearly, helping clients enroll when it fits, and maintaining a disciplined follow-up rhythm. Interviews are on Zoom.