Remote Financial Services Pro - Flexible Hours & Mentorship

Lever, Inc.; Eagle Mountain (UT); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is a remote financial-services role designed around warm leads and a structured training system. The position rewards competitiveness and coaching, offering a path toward long-term career growth.

Daily work includes speaking with information-seekers, mapping needs to protection options, guiding enrollment, and building a client list with ongoing mentorship and flexible hours.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

Lever, Inc. is a remote financial-services role designed around warm leads and a structured training system. The position rewards competitiveness and coaching, offering a path toward long-term career growth.

Daily work includes speaking with information-seekers, mapping needs to protection options, guiding enrollment, and building a client list with ongoing mentorship and flexible hours.