Entry-Level Remote Financial Services Associate

Lever, Inc.; Spokane (WA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options and maintain the relationship after the initial meeting.

Admin duties include notes, appointments, and CRM hygiene, with training provided. The role operates remotely, offering a flexible setup and a structured advancement path through performance.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Handle admin tasks (notes, appointments, CRM hygiene) and nurture client relationships after the first meeting.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.