Remote Insurance Advisor for Families & Growth

Lever, Inc.; Kennewick (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role within a financial services context. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a structure that includes home office friendly arrangements, web presentations, and a schedule you can build around real life, with a portfolio you keep serving rather than a series of one-off calls.

Qualifications

• Clear, human communication in client interactions.
• Ability to work autonomously with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits and value with clients.

Responsibilities

• Enroll and support clients requesting guidance.
• Present information via web presentations when needed.
• Work with a growing team and mentors to deliver outcomes.

Skills

Clear communication

Independent work

Process orientation

Benefits conversations

Job description

Lever, Inc. is a client-facing, fully remote role within a financial services context. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a structure that includes home office friendly arrangements, web presentations, and a schedule you can build around real life, with a portfolio you keep serving rather than a series of one-off calls.