Remote Financial Services Advisor - Warm Leads

Lever, Inc.; Elyria (OH); Remote; USD 42,000 - 68,000; 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 self-motivated remote team member to engage with warm leads and guide potential clients through information and enrollment steps. The role is built around a coaching system and ongoing mentorship, with a focus on long-term career growth for high performers.

Daily work includes speaking with inquiries, mapping protection options, running enrollment flows, and building a committed client list in a flexible, performance-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 self-motivated remote team member to engage with warm leads and guide potential clients through information and enrollment steps. The role is built around a coaching system and ongoing mentorship, with a focus on long-term career growth for high performers.

Daily work includes speaking with inquiries, mapping protection options, running enrollment flows, and building a committed client list in a flexible, performance-driven environment.