Remote Financial Services Advisor — Warm Leads & Coaching

Lever, Inc.; Belgrade (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and meaningful conversations.

You’ll be coached as you ramp, while your pipeline is built from warm prospects and you deliver timely follow-ups to protect families’ income. This role emphasizes fast learning, professional video presence, and respectful client service, with clear onboarding before you start.

Qualifications

• Ability to follow up promptly with clients via remote channels.
• Clear, professional video presence during virtual interactions.
• Willingness to learn new tools and adapt to processes.
• Strong respect for client needs and privacy.

Responsibilities

• Rely on warm leads to engage clients remotely.
• Structure daily workflow to maximize productive conversations.
• Provide coaching and support while ramping in a remote financial-services role.

Skills

Timely follow-up

Video presence

Fast tool-learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and meaningful conversations.

You’ll be coached as you ramp, while your pipeline is built from warm prospects and you deliver timely follow-ups to protect families’ income. This role emphasizes fast learning, professional video presence, and respectful client service, with clear onboarding before you start.