Remote Insurance Client Advisor

Lever, Inc.; Olathe (KS); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding guidance

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, you can develop into a long-term career with this team.

A job with no conversations would not be a fit. Daily work includes speaking with people seeking information, mapping needs to available protection options, running enrollment flows, and building a serviced client list.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

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

Bad fit

Anyone who will not take feedback or needs a manager in the room.