Remote Insurance Advisor - Warm Leads, Coaching, Growth

Lever, Inc.; Springdale (AR); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, conduct structured days, and provide coaching as you ramp.

This role has no office requirement and emphasizes onboarding before performance, with a pipeline built from warm leads for ongoing success.

Candidates should demonstrate strong follow-up, a professional video presence, quick learning, and respect for the client in all interactions.

Qualifications

• Remote role in financial services.
• Structured days and coaching during ramp.
• Warm-lead focus for conversations.

Responsibilities

• On-time follow-up with clients.
• Maintain a clean video presence during interactions.
• Demonstrate fast learning on tools and processes.
• Respect for the client and their needs.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, conduct structured days, and provide coaching as you ramp.

This role has no office requirement and emphasizes onboarding before performance, with a pipeline built from warm leads for ongoing success.

Candidates should demonstrate strong follow-up, a professional video presence, quick learning, and respect for the client in all interactions.