Remote Insurance Advisor - Flexible Hours & Mentorship

Lever, Inc.; Orlando (FL); Remote; USD 40,000 - 60,000; 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 self-motivated professional for a remote position in financial services. You will engage with interested individuals, assess protection needs, and guide them through a simple enrollment process. You will also build and maintain a client list while receiving mentorship and ongoing training.

This role emphasizes coaching-based development, warm leads, and flexible hours within a remote, supportive team environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 seeking a self-motivated professional for a remote position in financial services. You will engage with interested individuals, assess protection needs, and guide them through a simple enrollment process. You will also build and maintain a client list while receiving mentorship and ongoing training.

This role emphasizes coaching-based development, warm leads, and flexible hours within a remote, supportive team environment.