Remote Family Protection Planner & Coach

Lever, Inc.; Fort Smith (AR); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to connect with warm leads and coach clients as they ramp. The role emphasizes structured days, high follow-through, and a fast learning curve with a focus on client respect and clear communication.

Training is provided before performance targets, and the work-from-home setup supports flexible, remote collaboration across the United States. Top performers have opportunities for leadership pathways as you demonstrate results in a

Qualifications

• Familiarity with sales or client-facing roles preferred.
• Comfort with video conferencing and digital tools.
• Ability to learn new tools quickly.
• Strong client respect and professional communication.

Job description

Lever, Inc. is seeking a remote financial-services professional to connect with warm leads and coach clients as they ramp. The role emphasizes structured days, high follow-through, and a fast learning curve with a focus on client respect and clear communication.

Training is provided before performance targets, and the work-from-home setup supports flexible, remote collaboration across the United States. Top performers have opportunities for leadership pathways as you demonstrate results in a