Remote Financial Services Trainee to Lead (Warm Leads)

Lever, Inc.; Rutland (VT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads and carry conversations with care and clarity. You’ll ramp up with structured coaching and training before performing independently, focusing on families and income protection. The role emphasizes rapid learning, prompt follow-ups, and a strong client-first approach.

There is no required office base, and top performers are considered for a leadership track as you grow your career in a remote setup.

Qualifications

• Experience in remote financial-services support.
• Ability to manage conversations with warmth and clarity.
• Strong communication skills and professional video presence.

Responsibilities

• Engage warm leads and convert interest into action.
• Provide coaching and support as you ramp to independence.

Skills

Timely follow-up

Video presence

Quick learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads and carry conversations with care and clarity. You’ll ramp up with structured coaching and training before performing independently, focusing on families and income protection. The role emphasizes rapid learning, prompt follow-ups, and a strong client-first approach.

There is no required office base, and top performers are considered for a leadership track as you grow your career in a remote setup.