Remote Financial Services Sales Consultant

Lever, Inc.; Carmel (IN); Remote; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You'll join a growing team with tools and mentorship, enrolling and supporting clients who ask for guidance. You’ll build relationships, explain solutions clearly, and help families plan for their financial needs.

You’ll operate with a proven process, schedule flexibility, and meaningful work that matters to real people, not just one-off calls.

Qualifikationen

• Clear, human communication is essential.
• Self-directed work with discipline without supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Aufgaben

• Enrol and support clients who request guidance.
• Partner with a growing team to deliver value.
• Use provided tools to document client interactions.

Kenntnisse

Clear communication

Self-discipline

Process adherence

Benefits conversations

Jobbeschreibung

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You'll join a growing team with tools and mentorship, enrolling and supporting clients who ask for guidance. You’ll build relationships, explain solutions clearly, and help families plan for their financial needs.

You’ll operate with a proven process, schedule flexibility, and meaningful work that matters to real people, not just one-off calls.