Remote Financial Services Representative

Lever, Inc.; Blue Springs (MO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and stay engaged after the first meeting. You will also handle admin tasks, notes, appointments, and CRM hygiene from a remote setting.

This role emphasizes relationship building, comfortable camera presence, and performance-based advancement within Lever's current tech stack and training program.

Qualifications

• Experience in consultative selling or virtual consulting.
• Ability to work from home and stay on camera.
• Strong communication and relationship management skills.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Teach options and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM experience

Relationship management

Remote work

Communication skills

Training adaptability

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.