Remote Insurance Client Advisor

Lever, Inc.; Hilo (HI); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote sales professional for a financial-services role that emphasizes warm-lead conversations and structured days. You’ll engage leads that have already shown interest and guide them through initial discussions.

You’ll ramp with coaching before you’re expected to perform, and top performers have opportunity for leadership track. This position is remote with no office requirement and focuses on client-first communication and reliable follow-ups.

Qualifications

• Candidates should demonstrate timely follow-up with prospects.
• Strong communication via video calls with professional presence.
• Ability to quickly learn and use sales tools and CRM.
• Demonstrates respect and professionalism towards clients.

Responsibilities

• Engage warm leads for a remote financial-services role.
• Conduct coaching during ramp to ensure performance.
• Maintain structured daily routine and productive outreach.
• Collaborate with teammates to optimize the sales process.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client