Remote Financial Services Trainee — Mentored Career Path

Lever, Inc.; Grand Island (NE); Remote; USD 45,000 - 75,000; 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 seeking a self-motivated professional for a remote financial-services seat built around warm leads and a structured training system. You will engage with leads, map needs for protection options, and guide clients through enrollment flows from a distance.

Ideal candidates are coachable, competitive, and enjoy helping families in a performance-driven environment. The role offers ongoing mentorship, step-by-step onboarding, and flexible hours.

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 seeking a self-motivated professional for a remote financial-services seat built around warm leads and a structured training system. You will engage with leads, map needs for protection options, and guide clients through enrollment flows from a distance.

Ideal candidates are coachable, competitive, and enjoy helping families in a performance-driven environment. The role offers ongoing mentorship, step-by-step onboarding, and flexible hours.