Remote Financial Services Consultant

Lever, Inc.; Columbia Township (MO); Teletrabalho; USD 50 000 - 85 000; Tempo integral

Resumo da oferta

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and using provided tools and mentorship.

You will have a schedule you can build around real life, and be part of a team that emphasizes meaningful work for families requiring guidance on benefits and services.

Qualificações

• Clear and human communication is essential.
• Ability to work independently without direct supervision.
• Wollows a proven process and follows it.
• Interest in discussing benefits, not just sales energy.

Responsabilidades

• Enroll and support clients who request guidance.
• Operate within a team with mentorship and provided tools.

Conhecimentos

Clear communication

Self-direction

Process adherence

Benefits conversations

Descrição da oferta de emprego

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• 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"