Remote Financial Services Representative

Lever, Inc.

Minot (ND)

Remote

USD 40,000 - 60,000

Full time

3 days ago
Be an early applicant
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Remote work
Coaching from experienced staff
Clear process and playbook
Path to leadership

Job summary

Lever, Inc. is hiring for a remote sales-focused role. You will engage with clients who requested information, explain benefit options clearly, and assist with enrollment when it fits. Expect structured coaching, a proven process, and a path into leadership based on performance. Interviews are conducted via Zoom.

Ideal candidates are competitive, coachable, and comfortable on camera, with the ability to manage follow-ups and maintain momentum without constant supervision.

Qualifications

  • Strong communication and active listening skills.
  • Comfortable on camera during client conversations.
  • Able to work independently with coaching guidance.

Responsibilities

  • Take requested conversations — no cold lists.
  • Explain benefit options simply to clients.
  • Help clients enroll when it is a fit.
  • Keep a clean follow-up rhythm and record outcomes.

Skills

Communication
Camera comfort
Competitive spirit
Coachable

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work
  • Take requested conversations — no cold lists
  • Explain benefit options simply
  • Help clients enroll when it is a fit
  • Keep a clean follow-up rhythm
You get
  • Remote work
  • A written process so you are not inventing the job
  • Coaching from people who have done the work
  • A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Financial Services Representative
Remote Financial Services Representative

Lever, Inc. • Montgomery (AL)

Remote
USD 40,000 - 80,000
Remote work
Structured process
Coaching from experienced reps
+1
Remote Financial Services Consultant
Remote Financial Services Consultant

Lever, Inc. • Hastings (NE)

Remote
USD 60,000 - 75,000
Remote work
Coaching
Leadership path
Remote Financial Protection Representative
Remote Financial Protection Representative

Lever, Inc. • Kansas City (MO)

Remote
USD 45,000 - 75,000
Remote Policy Services Representative
Remote Policy Services Representative

Lever, Inc. • Olive Branch (MS)

Remote
USD 40,000 - 65,000
Remote work
Coaching from leaders
Leadership path for high performers
Remote Benefits Representative
Remote Benefits Representative

Lever, Inc. • Kennewick (WA)

Remote
USD 40,000 - 70,000
Remote work
Remote Benefits Representative
Remote Benefits Representative

Lever, Inc. • Muncie (IN)

Remote
USD 45,000 - 75,000
Remote work
Written process
Coaching from experienced reps
+1
Remote Member Services Specialist
Remote Member Services Specialist

Lever, Inc. • Miami (FL)

Remote
USD 45,000 - 75,000
Remote work
Structured process
Coaching from experienced teammates
+1
Remote Member Services Specialist
Remote Member Services Specialist

Lever, Inc. • Memphis (TN)

Remote
USD 42,000 - 68,000
Remote work
Structured process
Coaching from experienced staff
+1
Remote Sales Representative
Remote Sales Representative

Lever, Inc. • Penn Hills

Remote
USD 40,000 - 70,000
Remote work
Coaching from experienced reps
Path to leadership
Remote Client Service Representative (Training Provided)
Remote Client Service Representative (Training Provided)

Lever, Inc. • Deming (NM)

Remote
USD 55,000 - 75,000
Remote work
Coaching from leaders
Path to leadership