Client Needs Advisor - Remote

Lever, Inc.; Richmond (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads in a structured day. You’ll participate in coaching while you ramp and rely on leads that are already raised a hand.

The role is remote with no office requirement, and training comes before performance expectations. You’ll be asked to maintain a strong client rapport and follow-up across a consistent workflow. The opportunity emphasizes a home-based setup, a supportive ramp-up process, and a clear path for

Qualifications

• 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