Remote Insurance Advisor — Entry Level with Flexible Hours

Lever, Inc.; Laurel (MT); Remote; USD 45,000 - 70,000; 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 offering a remote financial services role focused on engaging with interested individuals and guiding them through enrollment processes. The position emphasizes coaching and performance-driven work in a supportive training environment.

Daily tasks include speaking with information-seeking individuals, mapping protection needs, running enrollment flows, and building a client list, while enjoying pre-qualified leads, onboarding, and flexible hours from a remote setup.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and take feedback.

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.

Job description

Lever, Inc. is offering a remote financial services role focused on engaging with interested individuals and guiding them through enrollment processes. The position emphasizes coaching and performance-driven work in a supportive training environment.

Daily tasks include speaking with information-seeking individuals, mapping protection needs, running enrollment flows, and building a client list, while enjoying pre-qualified leads, onboarding, and flexible hours from a remote setup.