Remote Income-Protection Planner — Warm Leads

AO Garcia Agency; Rockville (MD); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide clients through their onboarding journey. The role emphasizes structured days, clear communication, and thoughtful client interactions from anywhere in the United States.

You will be coached before you perform and supported as you ramp, with a pipeline built from warm leads and a path toward leadership for top performers.

Qualifications

• On-time follow-up demonstrated.
• Clean video presence is expected during client interactions.
• Fast learning on tools to adapt to remote workflows.

Responsibilities

• Conduct remote interactions with warm leads in a financial-services context.
• Maintain professional and timely follow-up with clients.
• Provide coaching during ramp-up and ongoing client support.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide clients through their onboarding journey. The role emphasizes structured days, clear communication, and thoughtful client interactions from anywhere in the United States.

You will be coached before you perform and supported as you ramp, with a pipeline built from warm leads and a path toward leadership for top performers.