Remote Client Portfolio Advisor - Leads & Mentorship
Jefferson City, Cole County, Missouri, 65101, USA
Listed on 2026-10-10
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Sales
Remote Sales, Insurance Sales, Inside Sales
Lever, Inc. is offering a remote financial-services seat built around warm leads and a proven training system. If you are competitive and open to coaching, this can become 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 are pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.
This posting is for the Remote Client Portfolio Advisor
- Warm Leads & Mentorship role at Lever, Inc., based in Lee's Summit, MO, United States.
For the Remote Client Portfolio Advisor
- Warm Leads & Mentorship position at Lever, Inc., we are reviewing applications now.
Step into the Remote Client Portfolio Advisor
- Warm Leads & Mentorship role at Lever, Inc. in Lee's Summit, MO, United States and grow with us.
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