Remote Financial Services Sales Associate - Flexible Schedule

Lever, Inc.; Fort Lauderdale (FL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using supplied tools and mentorship.

Join a growing team with a flexible schedule, ongoing training, and leadership that stays involved. The focus is on benefits conversations and real outcomes for families, not scripted one-off calls.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Contribute to a positive, client-centered experience.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using supplied tools and mentorship.

Join a growing team with a flexible schedule, ongoing training, and leadership that stays involved. The focus is on benefits conversations and real outcomes for families, not scripted one-off calls.