Remote Flexibility for Detail-Oriented Helpers

AO Globe Life; Saint Petersburg (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional to work fully remote with a focus on financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance, using a proven process and flexible scheduling to serve families.

You will operate in a remote setup with web presentations and ongoing training, helping clients understand benefits and solutions while staying aligned with the company’s process and goals.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Willingness to follow proven processes.
• Interest in conversations about benefits, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Work with mentors and use provided tools and training.
• Deliver client-facing financial services presentations remotely.

Skills

Client communication

Remote work

Financial services

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"