Client Needs Advisor - Remote

Lever, Inc.; Rawlins (WY); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking candidates for a remote financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching while ramping.

Ideal for self-driven professionals who can manage client interactions with care and maintain strong follow-up and video presence. No office required, with a focus on delivering value to families seeking income protection.

Qualifications

• On-time follow-up is essential.
• Clean video presence for virtual interactions.
• Fast learning of new tools and processes.
• Respect for the client and client confidentiality.

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