Remote Protection Planning Advisor

Lever, Inc.; Ely (NV); Teletrabalho; USD 45 000 - 65 000; Tempo integral

Resumo da oferta

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, using web presentations and your communication skills.

You will be paired with a growing team, receive mentorship, and work with tools to build relationships. The deal emphasizes real-life scheduling, ongoing client impact, and a portfolio of clients you keep serving.

Qualificações

• Clear, human communication style.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsabilidades

• Enroll and support clients who ask for guidance.
• Deliver web-based presentations to clients.
• Build relationships with a growing client base and maintain ongoing support for portfolios.

Conhecimentos

Clear communication

Independent discipline

Process adherence

Benefits conversations

Descrição da oferta de emprego

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"