Remote Financial Protection Representative

Lever, Inc.; Lexington (KY); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and remain engaged after the first meeting. The role emphasizes relationship-building and remote collaboration.

You will perform administrative duties such as notes, scheduling, and CRM hygiene, with full training provided and the ability to work from home.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.