Remote Financial Services Enrollment Advisor

Lever, Inc.; Boulder City (NV); Remote; USD 70,000 - 110,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to work with warm leads in a structured day, receiving coaching while you ramp and building trust with prospects. This role emphasizes timely follow-up, a clean video presence, fast learning of tools, and respectful client service.

High performers have a leadership track and meaningful opportunities in a fully remote setup. There is no office required and the work aims to protect families’ income and future through thoughtful

Qualifications

• On-time follow-up with prospects.
• Clear, professional video presence.
• Ability to learn new tools quickly.
• Respectful communication with clients.

Responsibilities

• Engage warm leads in structured daily routines.
• Provide coaching as you ramp and guide conversations with prospects.
• Maintain professional, respectful client interactions.

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 work with warm leads in a structured day, receiving coaching while you ramp and building trust with prospects. This role emphasizes timely follow-up, a clean video presence, fast learning of tools, and respectful client service.

High performers have a leadership track and meaningful opportunities in a fully remote setup. There is no office required and the work aims to protect families’ income and future through thoughtful