Remote Insurance Sales Pro: Warm Leads & Growth Path

Lever, Inc.; Pawtucket (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking individuals for a remote financial-services role. The position emphasizes working with warm leads, structured daily routines, and coaching while ramping up. No office is required, and the role focuses on timely follow-up and maintaining a professional video presence with clients.

Ideal candidates adapt quickly to tools and demonstrate respect for clients while delivering high-quality service in a remote setting.

Qualifications

• On-time follow-up is expected.
• Clean video presence is required for remote communication.
• Fast learning on tools is essential to ramp quickly.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Participate in a coaching framework during ramp-up.
• Operate in a remote, structured daily workflow.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

Tools proficiency

Job description

Lever, Inc. is seeking individuals for a remote financial-services role. The position emphasizes working with warm leads, structured daily routines, and coaching while ramping up. No office is required, and the role focuses on timely follow-up and maintaining a professional video presence with clients.

Ideal candidates adapt quickly to tools and demonstrate respect for clients while delivering high-quality service in a remote setting.