Remote Financial Services Representative

Lever, Inc.; Woonsocket (RI); Remote; USD 60,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. The role emphasizes structured days, high touch conversations, and measurable results.

Based in the United States with no office requirement, training comes before performance. Your pipeline consists of warm leads, and top performers have a clear leadership track as they achieve success. Excellent communication and fast learner skills are expected as you help families protect

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