Remote Family Protection Advisor - Warm Leads & Growth Track

Lever, Inc.; Augusta (ME); Remote; USD 55,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, conduct timely follow-ups, and coach clients as you ramp. The role emphasizes structured days and communication that builds trust with prospects.

The position offers a home-based setup with no office requirement, focusing on effective conversations and rapid learning to deliver results in a distributed team environment.

Qualifications

• Must follow up on time with leads and clients.
• Maintain a clear, professional video presence during interactions.
• Learn tools and processes quickly to ramp up.
• Show consistent respect for clients in all communications.

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 with warm leads, conduct timely follow-ups, and coach clients as you ramp. The role emphasizes structured days and communication that builds trust with prospects.

The position offers a home-based setup with no office requirement, focusing on effective conversations and rapid learning to deliver results in a distributed team environment.