Remote Financial Services Rep: Warm Leads & Growth Path

Lever, Inc.; Merrimack (NH); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who can handle warm-lead conversations, structured days, and coaching while you ramp. There is no office to report to, and you’ll be empowered to perform from home.

The role rewards on-time follow-up, clear video presence, fast learning on tools, and respect for clients. High performers have a leadership track and the opportunity to grow within a fully remote team.

Qualifications

• Candidate should demonstrate strong communication and ability to manage multiple conversations.
• Proven ability to handle warm leads and maintain professional tone.
• Comfort with remote work and using common collaboration tools.

Responsibilities

• Conduct warm-lead conversations with prospective clients remotely.
• Provide coaching while ramping and support ongoing client engagements.
• Maintain structured daily workflow and timely follow-ups.
• Collaborate with teammates in a distributed remote setup.

Skills

Follow-up discipline

Video presence

Fast learner

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional who can handle warm-lead conversations, structured days, and coaching while you ramp. There is no office to report to, and you’ll be empowered to perform from home.

The role rewards on-time follow-up, clear video presence, fast learning on tools, and respect for clients. High performers have a leadership track and the opportunity to grow within a fully remote team.