Remote Part-Time Financial Protection Specialist

AO Garcia Agency; Madison (WI); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services role designed for warm leads and guided ramp-up. This position emphasizes structured days, effective follow-up, and coaching as you learn the tools and processes.

You'll operate with no office requirement, communicating with clients and maintaining a high standard of professionalism and responsiveness. High performers have a leadership track and room to grow within the company.

Qualifications

• On-time follow-up is essential to keep prospects engaged.
• Maintain a professional video presence for client interactions.
• Demonstrate quick adaptability with new tools and platforms.
• Show genuine respect for clients throughout communications.

Responsibilities

• Engage with warm leads remotely and guide conversations.
• Support clients through the sales process with coaching as you ramp up.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services role designed for warm leads and guided ramp-up. This position emphasizes structured days, effective follow-up, and coaching as you learn the tools and processes.

You'll operate with no office requirement, communicating with clients and maintaining a high standard of professionalism and responsiveness. High performers have a leadership track and room to grow within the company.