Remote Financial Advisor — Warm Leads & Growth Path

Lever, Inc.

Palmer (AK)

Remote

USD 50,000 - 70,000

Full time

3 days ago

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Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, guide conversations with care, and coach new teammates as you ramp up in a structured day.

You will work from anywhere with no office requirements, focus on timely follow-up, clear video presence, and rapid learning of tools to protect clients' income and future.

This role rewards high performers with opportunities for leadership.

Qualifications

On-time follow-up is required.
Maintain a clean video presence during calls.
Demonstrate fast learning on new tools and processes.
Show respect and professionalism in client interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, guide conversations with care, and coach new teammates as you ramp up in a structured day.

You will work from anywhere with no office requirements, focus on timely follow-up, clear video presence, and rapid learning of tools to protect clients' income and future.

This role rewards high performers with opportunities for leadership.

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