Remote Protection Planning Advisor

Lever, Inc.; Fort Smith (AR); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to connect with warm leads and coach clients as they ramp. The role emphasizes structured days, high follow-through, and a fast learning curve with a focus on client respect and clear communication.

Training is provided before performance targets, and the work-from-home setup supports flexible, remote collaboration across the United States. Top performers have opportunities for leadership pathways as you demonstrate results in a

Qualifications

• Familiarity with sales or client-facing roles preferred.
• Comfort with video conferencing and digital tools.
• Ability to learn new tools quickly.
• Strong client respect and professional communication.

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