Remote Part-Time Protection Planner for Families

Lever, Inc.; Laurel (MD); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship.

The role emphasizes clear communication, a proven process, and benefits conversations that matter to families. You will work with home-office presentations and flexible scheduling that fits real life, while building ongoing client relationships.

Qualifications

• Clear and human communication is essential.
• Self-discipline without direct supervision.
• Willingness to engage in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors to deliver guidance.

Skills

Clear communication

Self-discipline

Process orientation

Benefits discussions

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship.

The role emphasizes clear communication, a proven process, and benefits conversations that matter to families. You will work with home-office presentations and flexible scheduling that fits real life, while building ongoing client relationships.