Remote Financial Services Advisor - Warm Leads

Lever, Inc.; Broken Arrow (OK); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a motivated remote financial-services professional to work with warm leads and a structured training system. If you are competitive, coachable, and willing to be mentored, this role can grow into a long-term career.

Daily work involves speaking with people seeking information, mapping needs for protection options, guiding enrollment, and building a serviced client list. The position offers pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

Lever, Inc. is seeking a motivated remote financial-services professional to work with warm leads and a structured training system. If you are competitive, coachable, and willing to be mentored, this role can grow into a long-term career.

Daily work involves speaking with people seeking information, mapping needs for protection options, guiding enrollment, and building a serviced client list. The position offers pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and