Remote Financial Services Representative

Lever, Inc.; Thornton (CO); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join our team. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp, with no office required and a home-based setup.

You will be evaluated on timely follow-up, professional video presence, and the ability to learn new tools quickly while maintaining respectful, client-centric service. Training is provided before performance expectations are set, and top performers may have leadership

Qualifications

• Must demonstrate timely follow-up with prospects
• Maintain a clean, professional video presence during calls
• Show ability to learn new tools and processes quickly
• Respect for clients and clear, professional communication

Responsibilities

• Engage with warm leads and guide conversations in a remote setup
• Provide coaching and support while ramping to full productivity
• Maintain structured daily routines and pipeline hygiene
• Collaborate with teammates to ensure client success

Skills

Punctual follow-up

Professional video presence

Rapid learning

Client respect

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