Remote Solutions Advisor - Financial Services Enrollments

Lever, Inc.; Council Bluffs (IA); Remote; USD 50,000 - 80,000; 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 role focused on guiding interested individuals through information and enrollment processes. You will be coached and mentored, with a strong emphasis on building a client list and delivering tailored protection options.

The role provides pre-qualified warm leads, step-by-step onboarding, and remote tools, with flexible hours to accommodate coaching and performance-driven work environments.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 role focused on guiding interested individuals through information and enrollment processes. You will be coached and mentored, with a strong emphasis on building a client list and delivering tailored protection options.

The role provides pre-qualified warm leads, step-by-step onboarding, and remote tools, with flexible hours to accommodate coaching and performance-driven work environments.