Remote Financial Services Advisor (Warm Leads)

Lever, Inc.; Durham (NC); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations, provide coaching as you ramp, and structure your days for consistent results. The position emphasizes clear communication, fast learning, and a client-first approach while offering remote work with no office required.

You will be trained before performing and will work with warm leads to help families protect income and future, in a customer-focused, supportive environment.

Qualifications

• Prompt follow-up with leads and timely responses.
• Professional video presence during virtual meetings.
• Ability to quickly learn and apply new tools and processes.
• Demonstrated respect and confidentiality with clients.

Responsibilities

• Engage with warm leads through structured, remote conversations.
• Coach and support clients while ramping into the role.
• Maintain organized schedules and clear communication with clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations, provide coaching as you ramp, and structure your days for consistent results. The position emphasizes clear communication, fast learning, and a client-first approach while offering remote work with no office required.

You will be trained before performing and will work with warm leads to help families protect income and future, in a customer-focused, supportive environment.