Remote Financial Services Consultant Warm-Lead Coach

Lever, Inc.; Carmel (IN); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through initial conversations. The role emphasizes structured days, coaching during ramp-up, and a strong focus on timely follow-ups.

This remote position requires clear communication, quick learning of tools, and a respectful, client-first approach to help families protect income and future. Home-based with no office requirement, the role centers on scalable, high-quality client interactions.

Qualifications

• We value timely follow-up with clients.
• Video presence should be clear and professional.
• Ability to learn new tools quickly.
• Respect for clients is essential.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through initial conversations. The role emphasizes structured days, coaching during ramp-up, and a strong focus on timely follow-ups.

This remote position requires clear communication, quick learning of tools, and a respectful, client-first approach to help families protect income and future. Home-based with no office requirement, the role centers on scalable, high-quality client interactions.