Protection Planning Representative - Work From Home

Lever, Inc.; Lansing (MI); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days while receiving coaching as you ramp.

This role emphasizes meaningful client work—helping families protect income and future—with no office required and a clear path for high performers to pursue leadership tracks.

You will be evaluated on on-time follow-up, communication clarity, and the ability to learn new tools quickly while maintaining the highest standards of client respect.

Qualifications

• Engage with warm leads through remote channels.
• Capable of structured daily routines while ramping.
• Strong client respect and professional video presence.

Skills

Warm leads handling

Remote communication

Coaching adoption

Quick learning

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