Remote Family Services Advisor - Warm Leads & Growth Path

Lever, Inc.; Columbus (GA); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads through structured conversations during ramp-up. This role emphasizes clear communication, fast learning, and a client-first mindset, with no office requirement in the current arrangement.

You will be trained before performing, receive coaching as you ramp, and have a clear path to leadership for high performers, with a focus on timely follow-ups and respectful client interactions.

Qualifications

• Remote financial-services role requiring structured, professional communication.
• Must follow up promptly and maintain client respect.
• Strong ability to learn tools quickly and adapt to coaching.

Responsibilities

• Engage warm leads through conversations to qualify interest.
• Maintain professional communications and follow-up cadence.
• Collaborate with team coaching during ramp period.

Skills

Follow-up discipline

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads through structured conversations during ramp-up. This role emphasizes clear communication, fast learning, and a client-first mindset, with no office requirement in the current arrangement.

You will be trained before performing, receive coaching as you ramp, and have a clear path to leadership for high performers, with a focus on timely follow-ups and respectful client interactions.