Remote Financial Services Coach: Warm Lead Specialist

Lever, Inc.; Vancouver (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is offering a remote financial-services role with structured days, warm-lead conversations, and coaching while you ramp.

This role is grounded in purpose: families protecting income and future. There is no office required. You’ll be trained before you perform, work with warm leads, and top performers can pursue a leadership track while building trusted client relationships.

Qualifications

• On-time follow-up with leads.
• Maintain a clean video presence in client calls.
• Quickly learn and adapt to new tools.
• Demonstrate respect for clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is offering a remote financial-services role with structured days, warm-lead conversations, and coaching while you ramp.

This role is grounded in purpose: families protecting income and future. There is no office required. You’ll be trained before you perform, work with warm leads, and top performers can pursue a leadership track while building trusted client relationships.