Remote Financial Services Advisor: Warm Leads & Growth

Lever, Inc.; Saint Cloud (MN); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in the United States to engage warm leads and coach new teammates as they ramp. The role emphasizes structured days and no office required, with a focus on helping families protect income and future.

Training precedes performance, and the pipeline consists of warm leads. High performers may have a leadership track as they contribute to client outcomes and service quality.

Job description

Lever, Inc. is seeking a remote financial-services professional in the United States to engage warm leads and coach new teammates as they ramp. The role emphasizes structured days and no office required, with a focus on helping families protect income and future.

Training precedes performance, and the pipeline consists of warm leads. High performers may have a leadership track as they contribute to client outcomes and service quality.