Remote Family Finance Advisor — Warm Leads, Growth Path

Lever, Inc.

Helena (MT)

Remote

USD 45,000 - 65,000

Full time

3 days ago

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Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp.

The role emphasizes structured days with no office required and thorough training before performance. You’ll work from home with a remote-first setup and a steady pipeline of warm prospects.

Success hinges on punctual follow-up, a professional video presence, fast learning of tools, and respectful client interactions.

Qualifications

On-time follow-up
Clean video presence
Fast learning on tools
Respect for the client

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp.

The role emphasizes structured days with no office required and thorough training before performance. You’ll work from home with a remote-first setup and a steady pipeline of warm prospects.

Success hinges on punctual follow-up, a professional video presence, fast learning of tools, and respectful client interactions.

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