Remote Financial Services Consultant — Enrollment & Mentorship

Lever, Inc.; Bixby (OK); Remote; USD 30,000 - 60,000; 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 remote enrollment advisor to help families choose protection options. The role centers on warm leads, coaching, and flexible hours.

You will speak with information-seeking individuals, map needs for protection options, run enrollment flows, and build a client list. Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. The position is suited for self-starters who thrive in a performance-driven environment and

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• People who are coachable and open to feedback.

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
• Adapt to a coaching, performance-driven environment

Job description

Lever, Inc. is seeking a remote enrollment advisor to help families choose protection options. The role centers on warm leads, coaching, and flexible hours.

You will speak with information-seeking individuals, map needs for protection options, run enrollment flows, and build a client list. Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. The position is suited for self-starters who thrive in a performance-driven environment and