Remote Financial Services Sales Advisor

Lever, Inc.; Vancouver (WA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients seeking guidance. Expect to deliver web presentations and contribute to a portfolio of ongoing client work.

The position emphasizes clear communication, autonomy, and an openness to a proven process, with a focus on benefits conversations and meaningful work for families.

Qualifications

• Clear and human communication is expected.
• Work autonomously with discipline without direct supervision.
• Open to following a proven process.
• Interested in benefits conversations as part of the role.

Responsibilities

• Support client inquiries in a fully remote setting.
• Enroll and guide clients who request guidance.
• Collaborate with a growing team and mentors.
• Deliver presentations and engage clients via web-based sessions.
• Build a schedule that fits real life and client needs.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients seeking guidance. Expect to deliver web presentations and contribute to a portfolio of ongoing client work.

The position emphasizes clear communication, autonomy, and an openness to a proven process, with a focus on benefits conversations and meaningful work for families.