Remote Financial Services Representative

Lever, Inc.; Sanford (ME); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Purpose-driven work

Work from home

Growth path

Coaching culture

Honest conversations

Job summary

Lever, Inc. is seeking a remote team member who helps families understand and set up protection options. The role offers flexible hours and mentorship to support your development and success.

Join a team that values coaching over sink-or-swim approaches, with honest conversations and clear expectations guiding performance and growth.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to manage own schedule and work independently.
• Strong teamwork and collaborative habits.
• Demonstrates integrity and ethical decision-making.

Responsibilities

• Help families understand and set up protection options as part of the remote team.
• Engage in mentorship and coaching activities to support colleagues and clients.
• Communicate clearly and honestly, following established processes and standards.

Skills

Communication skill

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional