Remote Insurance Client Advisor

Lever, Inc.; Homer (AK); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, backed by a growing team, tools, and mentorship.

You'll deliver web presentations, engage in benefits conversations, and build a schedule around real life, with leaders who stay involved to support your development and impact families with meaningful guidance.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales process.
• Interested in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Represent services in web presentations.
• Collaborate with leaders who stay involved.
• Build a flexible schedule that works with real life.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, backed by a growing team, tools, and mentorship.

You'll deliver web presentations, engage in benefits conversations, and build a schedule around real life, with leaders who stay involved to support your development and impact families with meaningful guidance.