Remote Insurance Advisor - Warm Leads, Growth Track

Lever, Inc.; Provo (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking candidates for a remote financial-services role with structured days and warm-lead conversations. You will receive coaching while you ramp and contribute to a outcomes-driven sales process.

The position emphasizes quick learning, professional video presence, and strict adherence to respectful client interactions as part of the onboarding and ongoing performance plan.

Qualifications

• Prompt follow-up with prospects.
• Maintain professional video presence.
• Able to quickly learn new tools.
• Respectful, client-focused communication.

Responsibilities

• Engage in remote conversations with warm leads.
• Follow a structured daily routine while ramping.
• Provide coaching and guidance as you ramp up.
• Maintain high-quality interactions to protect client trust.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking candidates for a remote financial-services role with structured days and warm-lead conversations. You will receive coaching while you ramp and contribute to a outcomes-driven sales process.

The position emphasizes quick learning, professional video presence, and strict adherence to respectful client interactions as part of the onboarding and ongoing performance plan.