Remote Financial Services Consultant

Lever, Inc.; Asheville (NC); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote finance-focused role where you engage with warm leads and guide them through structured days. The position emphasizes coaching while you ramp and requires clear communication and professional video presence.

You'll work remotely with no office requirement, and top performers have opportunities for growth within a leadership track as you demonstrate reliability and client respect.

Qualifications

• Remote financial-services role with structured days.
• Engage with warm leads and follow-up.
• Rapid ramp-up with coaching and training.

Skills

Warm-lead conversations

Coaching

Fast learning on tools

Clean video presence

Remote work readiness

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client