Remote Insurance Policy Advisor for Families

Lever, Inc.; Cedar Falls (IA); Remote; USD 45,000 - 65,000; Full time

Job summary

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

The deal includes a home office setup, web presentations, meaningful work for families, ongoing training and leaders who stay involved, and a schedule you can build around real life.

Qualifications

• Clear and human communication
• Ability to work autonomously without a supervisor
• Willingness to follow a proven process
• Interest in benefits discussions beyond sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Deliver client-facing guidance in a remote setting
• Collaborate with a growing team and receive mentorship
• Offer web presentations and support scheduling around real life

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

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

The deal includes a home office setup, web presentations, meaningful work for families, ongoing training and leaders who stay involved, and a schedule you can build around real life.