Entry-Level Remote Financial Services Associate

Lever, Inc.; Kapolei (HI); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide conversations from home. The role emphasizes structured days, coaching during ramp, and a focus on timely follow-up with clients.

Ideal candidates will thrive in a no-office environment, demonstrate strong video presence, and learn new tools quickly to support client outcomes.

Responsibilities

• Remote financial-services role with structured days, warm-lead conversations, and coaching while ramping.

Skills

Timely follow-up

Video presence

Fast learning

Client respect

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