Remote Needs Analysis Specialist

Lever, Inc.; Herriman (UT); Remote; USD 60,000 - 76,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, nurture conversations, and guide prospects through initial discovery without an office visit. You’ll rely on a trained ramp and a structured day to stay focused.

We emphasize training before performance, a warm pipeline, and opportunities for leadership as you grow with the company.

Qualifications

• Prompt follow-up with leads.
• Professional video presence during calls.
• Willingness to learn new tools quickly.
• Respect for clients during interactions.

Skills

Timely follow-up

Video presence

Fast learner on tools

Respect for 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