Entry-Level Remote Financial Services Associate

Lever, Inc.; Missouri; Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote finance-oriented professional to engage with warm leads and coach clients as they ramp. The role emphasizes structured days, timely follow-up, and a client-focused approach from a home base with no office required.

Ideal candidates will thrive in a remote environment, demonstrate fast learning with tools, and maintain a professional video presence to represent clients well.

Qualifications

• Experience communicating with potential clients or leads.
• Ability to follow up promptly and persistently.
• Comfort with video calls and remote communication.

Responsibilities

• Engage with warm leads and coach during ramp.
• Maintain structured daily workflow.
• Perform remote financial-services tasks with strong client focus.

Skills

Warm-lead conversations

Fast learning on tools

Clean video presence

Respect for the client

Remote communication

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