Financial Services Associate - Work From Home

Lever, Inc.; Sacramento (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote finance-focused professional to engage warm leads and guide prospects who have already expressed interest. The role emphasizes structured days, onboarding coaching, and a supportive ramp-up period to ensure early success.

You'll help families protect income and future with clear, client-centered communication, and thrive in a fully remote setup with no office required. High performers can access a leadership track and further opportunities within the company.

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