Remote Family Financial Advisor - Warm Leads & Growth Path

Lever, Inc.; Lee's Summit (MO); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role specializing in warm-lead conversations. The position offers structured days, coaching during ramp-up, and a home-based setup with no office required. You will work with warm leads and receive training before performing at full capacity.

Top performers can access a leadership track as you develop client-facing skills and maintain on-time follow-up, clean video presence, and fast learning of tools while upholding respect for the client.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching while ramping to full performance.
• Home base with no office required and remote work setup.
• You are trained before expected to perform.
• Pipeline consists of warm leads and measurable follow-up.

Responsibilities

• Engage in warm-lead conversations remotely.
• Follow up promptly to move leads through the funnel.
• Participate in ongoing coaching during ramp-up.
• Maintain professional video presence in communications.
• Contribute to a leadership track for high performers.

Skills

Warm communication

Lead qualification

Fast learner

Video presence

Organization

Job description

Lever, Inc. is hiring for a remote financial-services role specializing in warm-lead conversations. The position offers structured days, coaching during ramp-up, and a home-based setup with no office required. You will work with warm leads and receive training before performing at full capacity.

Top performers can access a leadership track as you develop client-facing skills and maintain on-time follow-up, clean video presence, and fast learning of tools while upholding respect for the client.