Remote Financial Services Coach (Warm Leads)

Lever, Inc.; Rawlins (WY); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role that emphasizes structured days, warm-lead conversations, and coaching while you ramp. There is no office requirement, and your work serves families protecting income and future.

You will be evaluated on on-time follow-up, clear video presence, fast learning of tools, and respect for clients as you build a trusted pipeline. Top performers may enter a leadership track with mentorship and growth opportunities.

Qualifications

• Experience in a remote, client-facing role preferred.
• Comfort with video calls and online tools.
• Ability to ramp quickly and manage structured daily routines.

Responsibilities

• Engage with warm leads through remote communication channels.
• Coach and guide clients during ramp-up period.
• Maintain professional presence across video and written communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is hiring for a remote financial-services role that emphasizes structured days, warm-lead conversations, and coaching while you ramp. There is no office requirement, and your work serves families protecting income and future.

You will be evaluated on on-time follow-up, clear video presence, fast learning of tools, and respect for clients as you build a trusted pipeline. Top performers may enter a leadership track with mentorship and growth opportunities.