Remote Insurance Advisor — Warm Leads, Coaching & Growth

Lever, Inc.; Lakeville (MN); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. in Lakeville, MN is seeking a remote financial-services professional to engage warm leads, coach clients, and structure daily activities during ramp-up. This remote role emphasizes prompt follow-up, professional video presence, and rapid mastery of sales tools, with a focus on client respect throughout every interaction.

Ideal candidates adapt quickly, maintain high responsiveness, and thrive in a remote-first environment with a clear path to leadership for top performers.

Qualifications

• Must follow up promptly with leads.
• Maintain a clean, professional video presence.
• Quickly learn and use our sales tools.
• Show respect for clients in all interactions.

Responsibilities

• Engage warm leads remotely with structured daily routines.
• Coach clients during ramp-up and help them progress.

Skills

Follow-up discipline

Video presence

Tool learning

Client respect

Job description

Lever, Inc. in Lakeville, MN is seeking a remote financial-services professional to engage warm leads, coach clients, and structure daily activities during ramp-up. This remote role emphasizes prompt follow-up, professional video presence, and rapid mastery of sales tools, with a focus on client respect throughout every interaction.

Ideal candidates adapt quickly, maintain high responsiveness, and thrive in a remote-first environment with a clear path to leadership for top performers.