Remote Insurance Advisor — Warm Leads, Structured Day

Lever, Inc.; Laurel (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, follow up with clients, and participate in a coached ramp-up process. The role emphasizes structured days and a fast learning curve, with no office requirement.

Ideal for candidates who thrive in a remote environment, value clear processes, and want to grow toward leadership opportunities as performance improves.

Qualifications

• Experience communicating with warm leads.
• Ability to maintain a professional video presence in remote interactions.
• Ability to learn tools quickly to support ramp-up.

Responsibilities

• Engage in warm-lead conversations and remote outreach.
• Maintain timely follow-up with prospects and clients.
• Adapt to structured daily workflows and coaching during ramp-up.

Skills

Warm leads handling

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, follow up with clients, and participate in a coached ramp-up process. The role emphasizes structured days and a fast learning curve, with no office requirement.

Ideal for candidates who thrive in a remote environment, value clear processes, and want to grow toward leadership opportunities as performance improves.