Protection Services Representative - Remote

Lever, Inc.; Durham (NC); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations, provide coaching as you ramp, and structure your days for consistent results. The position emphasizes clear communication, fast learning, and a client-first approach while offering remote work with no office required.

You will be trained before performing and will work with warm leads to help families protect income and future, in a customer-focused, supportive environment.

Qualifications

• Prompt follow-up with leads and timely responses.
• Professional video presence during virtual meetings.
• Ability to quickly learn and apply new tools and processes.
• Demonstrated respect and confidentiality with clients.

Responsibilities

• Engage with warm leads through structured, remote conversations.
• Coach and support clients while ramping into the role.
• Maintain organized schedules and clear communication with clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for 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