Remote Financial Advisor: Warm Leads & Coaching

Lever, Inc.; Rawlins (WY); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking candidates for a remote financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching while ramping.

Ideal for self-driven professionals who can manage client interactions with care and maintain strong follow-up and video presence. No office required, with a focus on delivering value to families seeking income protection.

Qualifications

• On-time follow-up is essential.
• Clean video presence for virtual interactions.
• Fast learning of new tools and processes.
• Respect for the client and client confidentiality.

Job description

Lever, Inc. is seeking candidates for a remote financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching while ramping.

Ideal for self-driven professionals who can manage client interactions with care and maintain strong follow-up and video presence. No office required, with a focus on delivering value to families seeking income protection.