Part-Time Financial Protection Representative - Remote

Lever, Inc.; Madison (WI); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services role designed for warm leads and guided ramp-up. This position emphasizes structured days, effective follow-up, and coaching as you learn the tools and processes.

You'll operate with no office requirement, communicating with clients and maintaining a high standard of professionalism and responsiveness. High performers have a leadership track and room to grow within the company.

Qualifications

• On-time follow-up is essential to keep prospects engaged.
• Maintain a professional video presence for client interactions.
• Demonstrate quick adaptability with new tools and platforms.
• Show genuine respect for clients throughout communications.

Responsibilities

• Engage with warm leads remotely and guide conversations.
• Support clients through the sales process with coaching as you ramp up.

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