Remote Client Advisor - Financial Protection Specialist
Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2026-10-04
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Finance & Banking
Lever, Inc. is recruiting for a remote role focused on engaging clients who requested information on financial-protection options. You will discuss benefits, guide enrollment when appropriate, and maintain timely follow-ups.
The position emphasizes coaching, a defined process, and growth opportunities within leadership. Ideal candidates are competitive, coachable, and comfortable on camera, with interviews conducted via Zoom.
As a Remote Client Advisor - Financial Protection Specialist, you will play an important part at Lever, Inc. in Town of Middletown, NY, United States.
This is a Full Time role.
The position is based in Town of Middletown, NY, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 50.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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