Remote Appointment Setter

AO Garcia Agency; Lincoln (NE); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Leadership track

Job summary

Lever, Inc. is seeking a remote-friendly financial-services professional to engage with warm leads and guide them through the buying process. The role emphasizes structured days, coaching during ramp, and no office required, with a home-base setup in the United States.

Prospects are engaged via warm conversations, with a focus on timely follow-up, clean video presence, and strong client respect. Top performers can access a leadership track as they grow the pipeline.

Qualifications

• Remote financial-services role with warm-lead conversations and coaching during ramp.
• Structured days support consistent performance.
• Pipelines built on warm leads rather than cold outreach.
• High performers have a leadership track.

Responsibilities

• Initiate conversations with prospects who have expressed interest.
• Maintain timely follow-ups and professional communication.
• Present services with clarity via video or call.
• Learn tools and processes quickly to ramp effectively.

Skills

Warm leads

Video presence

Fast learning

Client respect

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