Family Needs Assessment Advisor - Remote

Lever, Inc.; Janesville (WI); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach during ramp. This role features structured days, no office required, and a focus on meaningful conversations with prospects who have shown interest. Training precedes performance expectations, and top performers can enter a leadership track, with a fully remote setup and ongoing coaching.

Qualifications

• On-time follow-up with clients or leads.
• Maintain a professional video presence during calls or demos.
• Rapidly learn and adapt to sales tools and CRM systems.
• Treat clients with respect and to protect client confidentiality.

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