Part-Time Family Services Advisor - Work From Home

Lever, Inc.; Helena (MT); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp.

The role emphasizes structured days with no office required and thorough training before performance. You’ll work from home with a remote-first setup and a steady pipeline of warm prospects.

Success hinges on punctual follow-up, a professional video presence, fast learning of tools, and respectful client interactions.

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

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