Remote Financial Services Representative

Lever, Inc.; San Diego (CA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship program

Job summary

Lever, Inc. is seeking a results-driven, remote financial-services specialist to engage warm leads and guide families through enrollment options. The role emphasizes coaching, mentorship, and performance-based growth in a supportive environment.

You will work with pre-qualified leads, follow a step-by-step onboarding process, and use remote tools to manage flexible hours while building a long-term career in financial services.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

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

Bad fit

Anyone who will not take feedback or needs a manager in the room.