Remote Financial Services Advisor (Warm Leads)

Lever, Inc.; Kennewick (WA); Remote; USD 40,000 - 60,000; 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 remote financial-services seat focused on coaching and enrollment with warm leads and a structured training system.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment flows, and building a client list.

Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship. Good fit: self-starters who thrive on feedback; bad fit: those who avoid feedback or need a manager present.

Qualifications

• Strong verbal communication and empathy for clients.
• Ability to work remotely with minimal supervision.
• Comfort with a coaching/mentorship culture.

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.

Skills

Excellent communication

Coaching mindset

Active listening

Job description

Lever, Inc. is seeking a remote financial-services seat focused on coaching and enrollment with warm leads and a structured training system.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment flows, and building a client list.

Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship. Good fit: self-starters who thrive on feedback; bad fit: those who avoid feedback or need a manager present.