Remote Financial Protection Advisor

Lever, Inc.

Fairmont (WV)

Remote

USD 50,000 - 75,000

Full time

3 days ago
Be an early applicant
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide prospects through a structured daily routine. The role emphasizes coaching during ramp-up and maintaining high-quality client interactions.

The position is remote with no office required, offering a clear path from onboarding to performance leadership as you prove your value in a fast-paced environment.

Qualifications

  • Remote work readiness and ability to follow a structured day.
  • Comfort with warm-lead conversations and rapid ramp-up requirements.

Skills

On-time follow-up
Video presence
Fast learning
Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide prospects through a structured daily routine. The role emphasizes coaching during ramp-up and maintaining high-quality client interactions.

The position is remote with no office required, offering a clear path from onboarding to performance leadership as you prove your value in a fast-paced environment.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Protection Planning Advisor
Remote Protection Planning Advisor

Lever, Inc. • Medford (OR)

Remote
USD 65,000 - 90,000
Remote work
Coaching during ramp-up
Structured days
+1
Remote Financial Protection Advisor with Warm Leads
Remote Financial Protection Advisor with Warm Leads

Lever, Inc. • Fayetteville (NC)

Remote
USD 50,000 - 90,000
Remote Family Protection Advisor
Remote Family Protection Advisor

Lever, Inc. • Provo (UT)

Remote
USD 60,000 - 90,000
Remote Financial Client Services Advisor
Remote Financial Client Services Advisor

Lever, Inc. • Overland Park (KS)

Remote
USD 35,000 - 70,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Financial Advisor with Warm Leads
Remote Financial Advisor with Warm Leads

Lever, Inc. • Woonsocket (RI)

Remote
USD 60,000 - 100,000
Remote Financial Advisor: Warm Leads, Coaching & Growth
Remote Financial Advisor: Warm Leads, Coaching & Growth

Lever, Inc. • Sacramento (CA)

Remote
USD 60,000 - 90,000
Remote Family Income Protection Advisor
Remote Family Income Protection Advisor

Lever, Inc. • New Britain (CT)

Remote
USD 70,000 - 110,000
Remote Financial Solutions Consultant (Warm Leads)
Remote Financial Solutions Consultant (Warm Leads)

Lever, Inc. • Cranston (RI)

Remote
USD 50,000 - 70,000
Remote Family Protection Advisor - Warm Leads & Growth Track
Remote Family Protection Advisor - Warm Leads & Growth Track

Lever, Inc. • Augusta (ME)

Remote
USD 55,000 - 80,000
Remote Financial Services Member Support Pro
Remote Financial Services Member Support Pro

Lever, Inc. • Columbia (SC)

Remote
USD 55,000 - 75,000