Remote Financial Services Trainee — Warm Leads & Growth

Lever, Inc.; Hyattsville (MD); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days and coaching as you ramp. No office required, and your pipeline is sourced from warm conversations, not cold calling.

You will be trained before performance expectations, and high performers have a leadership track. This role emphasizes timely follow-up, professional video presence, and quick adaptation to new tools while delivering value to clients.

Qualifications

• Follow up promptly with leads.
• Maintain professional video presence during communications.
• Demonstrate quick learning ability for new tools and processes.
• Show respect and professionalism when engaging clients.

Skills

On-time follow-up

Video presence

Learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days and coaching as you ramp. No office required, and your pipeline is sourced from warm conversations, not cold calling.

You will be trained before performance expectations, and high performers have a leadership track. This role emphasizes timely follow-up, professional video presence, and quick adaptation to new tools while delivering value to clients.