Remote Financial Services Specialist — Warm Leads & Growth

Lever, Inc.; Kenosha (WI); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through a consultative process. The role emphasizes structured days, clear metrics, and steady ramp with coaching.

No office is required; you will work from home and connect with prospects who have already shown interest. The company stresses timely follow-up, client respect, and fast learning on the tools used.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through a consultative process. The role emphasizes structured days, clear metrics, and steady ramp with coaching.

No office is required; you will work from home and connect with prospects who have already shown interest. The company stresses timely follow-up, client respect, and fast learning on the tools used.