Remote Protection Planning Specialist

Lever, Inc.; Rogers (AR); Remote; USD 55,000 - 85,000; 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 motivated, self-starting candidate for a remote role in financial services. You will engage with prospective clients, map needs, guide them through enrollment, and build a serviceable client list. The position emphasizes coaching, mentorship, and a performance-driven environment.

The role offers remote tools, step-by-step onboarding, and flexible hours, making it suitable for dedicated individuals who enjoy helping families and accepting feedback.

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 motivated, self-starting candidate for a remote role in financial services. You will engage with prospective clients, map needs, guide them through enrollment, and build a serviceable client list. The position emphasizes coaching, mentorship, and a performance-driven environment.

The role offers remote tools, step-by-step onboarding, and flexible hours, making it suitable for dedicated individuals who enjoy helping families and accepting feedback.