Remote Client Portfolio Advisor: Warm Leads & Coaching
Lever, Inc.
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Job summary
Lever, Inc. is seeking a remote financial-services professional to handle warm-lead conversations and coaching while you ramp. This role emphasizes meaningful outreach rather than cold prospecting, with a home-base setup and no office required.
You'll be trained before you perform, work with a pipeline of warm leads, and top performers are offered a leadership track as you grow with the company.
Job description
Lever, Inc. is seeking a remote financial-services professional to handle warm-lead conversations and coaching while you ramp. This role emphasizes meaningful outreach rather than cold prospecting, with a home-base setup and no office required.
You'll be trained before you perform, work with a pipeline of warm leads, and top performers are offered a leadership track as you grow with the company.
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