Remote Protection Planning Specialist

Lever, Inc.; Gilbert (AZ); Remote; USD 40,000 - 70,000; 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 offering a remote financial-services seat built around warm leads and a structured training system to support a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship; ideal for self-starters who

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 offering a remote financial-services seat built around warm leads and a structured training system to support a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship; ideal for self-starters who