Remote Family Finance Coach

Lever, Inc.; Woonsocket (RI); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching during ramp-up. No office is required; you’ll work from home with a prepared pipeline of warm leads and guided onboarding to speed your ramp.

You will receive ongoing coaching and clear performance milestones during ramp, with an emphasis on timely follow-up, professional video presence, and rapid tool proficiency. High performers have opportunities for leadership tracks.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• No office required; home base from anywhere in the United States.
• Onboarding includes coaching before you are expected to perform.
• Pipeline is built from warm leads; emphasis on timely follow-up.
• High performers have a leadership track and clear performance milestones.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching during ramp-up. No office is required; you’ll work from home with a prepared pipeline of warm leads and guided onboarding to speed your ramp.

You will receive ongoing coaching and clear performance milestones during ramp, with an emphasis on timely follow-up, professional video presence, and rapid tool proficiency. High performers have opportunities for leadership tracks.