Remote Family Protection Advisor — Warm Leads & Growth Path

Lever, Inc.; Alexandria (LA); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role that emphasizes warm-lead conversations, coaching while you ramp, and structured days. You’ll focus on people who have already raised a hand.

We value punctual follow-ups, a clean video presence, quick learning of tools, and respectful client interactions. This role offers a growth path toward leadership for high performers. No office is required.

Qualifications

• Must follow up promptly with leads.
• Maintain a professional video presence during interactions.
• Learn new tools quickly and adapt to processes.
• Respectful and client-focused communication is essential.

Responsibilities

• Engage with warm leads in a remote financial-services context.
• Provide coaching and guidance during ramp-up.
• Maintain structured daily workflow with timely follow-ups.

Skills

On-time follow-up

Video presence

Fast learner

Client respect

Job description

Lever, Inc. is hiring for a remote financial-services role that emphasizes warm-lead conversations, coaching while you ramp, and structured days. You’ll focus on people who have already raised a hand.

We value punctual follow-ups, a clean video presence, quick learning of tools, and respectful client interactions. This role offers a growth path toward leadership for high performers. No office is required.