Remote Family Protection Advisor

Lever, Inc.; Provo (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist in the United States who can engage warm leads and guide conversations from first contact through ramp. The role emphasizes structured days, clear metrics, coaching during ramp-up, and no office requirement.

You will operate with a pipeline of warm leads, build trust quickly with prospects, and enjoy a leadership track for top performers who demonstrate reliability, speed to results, and a client-first approach.

Qualifications

• Timely follow-up with leads.
• Clear, professional video presence during conversations.
• Ability to learn new tools quickly and apply coaching.

Skills

Follow-up discipline

Video presence

Fast learner

Client respect

Job description

Lever, Inc. is seeking a remote financial-services specialist in the United States who can engage warm leads and guide conversations from first contact through ramp. The role emphasizes structured days, clear metrics, coaching during ramp-up, and no office requirement.

You will operate with a pipeline of warm leads, build trust quickly with prospects, and enjoy a leadership track for top performers who demonstrate reliability, speed to results, and a client-first approach.