Remote Protection Planner | Flexible Hours & Mentorship

Lever, Inc.; Bartlett (TN); Remote; USD 36,000 - 60,000; 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 remote associate to engage with individuals who request information and guide them through a simple enrollment flow. You will map client needs to suitable protection options and build a reliable client list, all within a supportive mentorship framework.

The role emphasizes a performance-driven environment with ongoing coaching, flexible hours, and a focus on long-term career growth in financial services.

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 remote associate to engage with individuals who request information and guide them through a simple enrollment flow. You will map client needs to suitable protection options and build a reliable client list, all within a supportive mentorship framework.

The role emphasizes a performance-driven environment with ongoing coaching, flexible hours, and a focus on long-term career growth in financial services.