Remote Financial Solutions Advisor — Coaching & Growth

Lever, Inc.; Marietta (GA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated, coachable professionals for a remote role that rewards initiative and performance. You’ll engage warm leads who requested information on financial-protection options, explain benefits clearly, and guide clients through enrollment when it’s a fit.

You work from home with a proven playbook, receive coaching from experienced teammates, and have a clear path into leadership if you perform. Interviews are on Zoom.

Qualifications

• Experience explaining benefits clearly to clients.
• Comfortable on camera during remote interactions.
• Able to follow a written process and stay organized.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication

Coachable

On-camera

Remote work

Tools

CRM software

Job description

Lever, Inc. is seeking motivated, coachable professionals for a remote role that rewards initiative and performance. You’ll engage warm leads who requested information on financial-protection options, explain benefits clearly, and guide clients through enrollment when it’s a fit.

You work from home with a proven playbook, receive coaching from experienced teammates, and have a clear path into leadership if you perform. Interviews are on Zoom.