Remote Financial Solutions Advisor with Mentorship

Lever, Inc.; Fayetteville (NC); Remote; USD 45,000 - 65,000; 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 motivated remote professional to engage with prospective clients and guide them through information gathering and enrollment steps.

Daily activities include speaking with interested individuals, mapping protection needs, running enrollment flows, and building a client list. The role emphasizes a coachable mindset, a competitive drive, and long-term career potential in financial services.

Qualifications

• Willing to be coached and receptive to feedback.
• Competitive and aiming for long-term career in financial services.

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.

Skills

Speak with clients

Coachable

Self-starter

Tools

Remote tools

Job description

Lever, Inc. is seeking a motivated remote professional to engage with prospective clients and guide them through information gathering and enrollment steps.

Daily activities include speaking with interested individuals, mapping protection needs, running enrollment flows, and building a client list. The role emphasizes a coachable mindset, a competitive drive, and long-term career potential in financial services.