Remote Financial Services Trainee: Lead, Learn, Grow

Lever, Inc.; Palmer (AK); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is looking for a remote financial-services specialist built around warm leads and a structured training system. You will engage with people seeking information, map protection options, and guide simple enrollment flows from a distance.

Join a coaching-driven environment with pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship to support long-term career growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and open to feedback.
• Able to work in a remote, coaching-focused setting.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

Lever, Inc. is looking for a remote financial-services specialist built around warm leads and a structured training system. You will engage with people seeking information, map protection options, and guide simple enrollment flows from a distance.

Join a coaching-driven environment with pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship to support long-term career growth.