Financial Services Associate - Work From Home

Lever, Inc.; Grand Rapids (MI); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services professional to engage with warm leads in a structured day framework. You will benefit from coaching while you ramp and focus on timely follow-ups with clients, maintaining a professional, video-enabled presence throughout interactions.

Remote role with no office requirement, designed to accelerate learning and performance. High performers may access leadership tracks as you grow with the company.

Qualifications

• Ability to follow up promptly with warm leads and manage client expectations.
• Comfortable presenting oneself clearly via video and other digital channels.
• Quickly learning new tools and processes used in financial services.
• Demonstrates respectful, client-focused communication and professionalism.

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