Remote Financial Services Consultant

Lever, Inc.; Hastings (NE); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

Lever, Inc. is hiring for a remote role focused on guiding clients through financial-protection options. You will engage with warm leads, explain benefits clearly, and help clients enroll when appropriate.

The position emphasizes coaching, a proven process, and a path into leadership for top performers. Interviews are conducted on Zoom, with emphasis on being competitive, coachable, and comfortable on camera.

Qualifications

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.