Entry-Level Remote Financial Services Associate

Lever, Inc.; South Jordan (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, guide conversations, and coach during ramp-up. No office required with a structured day and a focus on families seeking income protection.

You will be trained before performing and your pipeline consists of warm prospects, offering a clear path to leadership for high achievers. The role emphasizes timely follow-up, professional video presence, and quick adaptability with tools, ensuring strong client

Qualifications

• On-time follow-up practices for client conversations.
• Maintaining a professional video presence for virtual meetings.
• Ability to quickly learn and use sales tools and platforms.
• Demonstrated respect and integrity when engaging with clients.

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