Remote Insurance Advisor with Mentorship & Flexible Hours

Lever, Inc.; Anaheim (CA); Remote; USD 40,000 - 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 seeking a motivated remote financial-services professional to engage warm leads and guide families through information gathering and enrollment processes. The position emphasizes coaching and ongoing mentorship, with structured onboarding and flexible hours.

This role is built around a training system and offers long-term career potential for those who thrive in a performance environment. As a self-starter, you will map client needs, present protection options, and help clients

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 motivated remote financial-services professional to engage warm leads and guide families through information gathering and enrollment processes. The position emphasizes coaching and ongoing mentorship, with structured onboarding and flexible hours.

This role is built around a training system and offers long-term career potential for those who thrive in a performance environment. As a self-starter, you will map client needs, present protection options, and help clients