Family Needs Assessment Advisor - Remote

Lever, Inc.; Salina (KS); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations with prospects who have expressed interest. You will be coached during ramp-up and supported as you build confidence handling client inquiries from home.

This role emphasizes timely follow-up, strong video presence, and rapid learning of our tools, with a path for leadership as you perform and grow within a fully remote team.

Qualifications

• On-time follow-up with clients
• Professional video presence for virtual meetings
• Fast learning on tools used in client conversations
• Respect for the client in all interactions

Responsibilities

• Engage in warm-lead conversations with prospects who expressed interest
• Ramp up with coaching before taking full ownership
• Support families by discussing income protection and future planning

Skills

On-time follow-up

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