Remote Financial Services Client Advisor (Flexible Hours)

Lever, Inc.; West Chester (Chester County); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote tools

Flexible hours

Ongoing mentorship

Pre-qualified warm leads

Step-by-step onboarding

Job summary

Lever, Inc. in the United States offers a remote financial-services seat built around warm leads and a structured training system that supports growth.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list. Next step is a short Zoom overview.

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. in the United States offers a remote financial-services seat built around warm leads and a structured training system that supports growth.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list. Next step is a short Zoom overview.