Remote Financial Services Associate — Warm Leads & Coaching

Lever, Inc.; South Jordan (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, guide conversations, and coach during ramp-up. No office required with a structured day and a focus on families seeking income protection.

You will be trained before performing and your pipeline consists of warm prospects, offering a clear path to leadership for high achievers. The role emphasizes timely follow-up, professional video presence, and quick adaptability with tools, ensuring strong client

Qualifications

• On-time follow-up practices for client conversations.
• Maintaining a professional video presence for virtual meetings.
• Ability to quickly learn and use sales tools and platforms.
• Demonstrated respect and integrity when engaging with clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, guide conversations, and coach during ramp-up. No office required with a structured day and a focus on families seeking income protection.

You will be trained before performing and your pipeline consists of warm prospects, offering a clear path to leadership for high achievers. The role emphasizes timely follow-up, professional video presence, and quick adaptability with tools, ensuring strong client