Remote Insurance Client Advisor

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

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