Remote Financial Solutions Consultant (Warm Leads)

Lever, Inc.; Cranston (RI); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach during ramp-up. The role emphasizes structured days, proactive follow-up, and a focus on client conversations to build trust and outcomes.

You will be trained before you are expected to perform, with a clear path for high performers to enter a leadership track as you grow your impact in a remote setting.

Qualifications

• Remote financial-services role with training before performance expectations.
• Structured days and follow-up on warm leads to drive conversations.

Responsibilities

• Engage in warm-lead conversations with potential clients.
• Maintain timely follow-ups and provide responsive service.
• Participate in coaching and ramp-up support to accelerate performance.

Skills

Warm leads handling

Coaching mindset

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach during ramp-up. The role emphasizes structured days, proactive follow-up, and a focus on client conversations to build trust and outcomes.

You will be trained before you are expected to perform, with a clear path for high performers to enter a leadership track as you grow your impact in a remote setting.