Remote Protection Planning Advisor

Lever, Inc.; Medford (OR); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp-up

Structured days

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured daily routines while coaching you through ramp-up. The role emphasizes proactive outreach and clear, professional communication from home.

Training precedes performance, and top performers have opportunities to advance into leadership tracks as part of a growing remote team. You’ll work with clients who have already indicated interest, enabling a smoother onboarding process.

Qualifications

• Prompt follow-up capability.
• Professional appearance on video calls.
• Ability to learn new tools quickly.
• Respectful and client-focused communication.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured daily routines while coaching you through ramp-up. The role emphasizes proactive outreach and clear, professional communication from home.

Training precedes performance, and top performers have opportunities to advance into leadership tracks as part of a growing remote team. You’ll work with clients who have already indicated interest, enabling a smoother onboarding process.