Remote Financial Services Advisor — Lead & Enroll

Lever, Inc.; Post Falls (ID); Remote; USD 40,000 - 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. is seeking a motivated individual for a remote financial-services role focused on guiding families through information-seeking, enrollment, and protection options.

The position emphasizes coaching, long-term growth, and a performance-driven environment. Responsibilities include engaging with interested clients, mapping needs to protection options, running enrollment flows, and building a segmented client list.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Anyone who will not take feedback or needs a manager in the room.

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. is seeking a motivated individual for a remote financial-services role focused on guiding families through information-seeking, enrollment, and protection options.

The position emphasizes coaching, long-term growth, and a performance-driven environment. Responsibilities include engaging with interested clients, mapping needs to protection options, running enrollment flows, and building a segmented client list.