Client Needs Advisor - Remote

Lever, Inc.; Palmer (AK); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, guide conversations with care, and coach new teammates as you ramp up in a structured day.

You will work from anywhere with no office requirements, focus on timely follow-up, clear video presence, and rapid learning of tools to protect clients' income and future.

This role rewards high performers with opportunities for leadership.

Qualifications

• On-time follow-up is required.
• Maintain a clean video presence during calls.
• Demonstrate fast learning on new tools and processes.
• Show respect and professionalism in client interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client