Remote Family Needs Advisor — Warm Leads, Leadership Path

Lever, Inc.; Salina (KS); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations with prospects who have expressed interest. You will be coached during ramp-up and supported as you build confidence handling client inquiries from home.

This role emphasizes timely follow-up, strong video presence, and rapid learning of our tools, with a path for leadership as you perform and grow within a fully remote team.

Qualifications

• On-time follow-up with clients
• Professional video presence for virtual meetings
• Fast learning on tools used in client conversations
• Respect for the client in all interactions

Responsibilities

• Engage in warm-lead conversations with prospects who expressed interest
• Ramp up with coaching before taking full ownership
• Support families by discussing income protection and future planning

Skills

On-time follow-up

Video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations with prospects who have expressed interest. You will be coached during ramp-up and supported as you build confidence handling client inquiries from home.

This role emphasizes timely follow-up, strong video presence, and rapid learning of our tools, with a path for leadership as you perform and grow within a fully remote team.