Remote Financial Services Consultant

Lever, Inc.; Portsmouth (VA); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is offering a remote position focused on guiding families through protection options. The role emphasizes flexible hours, mentorship, and clear expectations, with coaching rather than conventional micromanagement.

Candidates should demonstrate strong communication, self-management, and integrity in a supportive team environment. The position is designed for self-motivated individuals who thrive in a remote setting and are committed to honest, growth-oriented conversations.

Qualifications

• Strong communication skills and the ability to work independently.
• Excellent self-management and accountability in a remote setting.
• Collaborative mindset with good teamwork habits.
• High integrity and honesty in all conversations and actions.

Skills

Communication

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional