Remote Financial Policy Advisor (Warm Leads)

Lever, Inc.; Joliet (IL); Remote; USD 40,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, guide conversations, and coach during ramp-up. The role emphasizes structured days, no office required, and a focus on families protecting income and future.

You will start with guided training and ramp quickly with support from leadership and peers. Expect a remote environment that rewards high performance and offers a leadership track for top performers as you build a sustainable client pipeline with ongoing

Qualifications

• 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, and coach during ramp-up. The role emphasizes structured days, no office required, and a focus on families protecting income and future.

You will start with guided training and ramp quickly with support from leadership and peers. Expect a remote environment that rewards high performance and offers a leadership track for top performers as you build a sustainable client pipeline with ongoing