Remote Financial Services Sales - Warm Leads, Structured Days

Lever, Inc.; Martinsburg (WV); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote-financial services professional to engage warm leads, manage a steady pipeline, and coach teammates as you ramp.

The role centers on structured days, fast learning, and high-quality client conversations, with leadership opportunities for top performers. Home base is flexible—no office required—and you will be trained before performance metrics are set, ensuring you can deliver consistent follow-up, professional video presence, and respectful service to clients

Qualifications

• On-time follow-up with prospects or clients.
• Clean video presence in remote interactions.
• Fast learning on tools used in the role.
• Respect for the client and their needs.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote-financial services professional to engage warm leads, manage a steady pipeline, and coach teammates as you ramp.

The role centers on structured days, fast learning, and high-quality client conversations, with leadership opportunities for top performers. Home base is flexible—no office required—and you will be trained before performance metrics are set, ensuring you can deliver consistent follow-up, professional video presence, and respectful service to clients