Remote Financial Services Representative

Lever, Inc.; Saint Paul (MN); Remote; USD 60,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to handle structured days, conduct warm-lead conversations, and receive coaching while you ramp.

The role emphasizes timely follow-up, professional video presence, fast learning on tools, and a pipeline built from warm leads, with high performers invited to a leadership track.

Qualifications

• Must be comfortable with warm leads and follow-up.
• Willingness to be coached and trained before performing.
• Strong communication and professional presence for remote work.

Responsibilities

• Engage in warm-lead conversations with prospects.
• Follow a structured daily routine with coaching while ramping.
• Maintain timely follow-ups and present a professional video presence.

Skills

Warm leads

Video presence

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client