Remote Protection Planning Advisor — Part-Time, Warm Leads

AO Garcia Agency; Moscow (ID); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp.

There is no office requirement, and the team prioritizes timely follow-ups, clear video presence, and rapid tool mastery to deliver value to clients. This position offers the flexibility of remote work with a focus on client outcomes and a strong onboarding process to ensure early success and long-term growth

Qualifications

• On-time follow-up as a core competency.
• Maintain a clean video presence during calls or demos.
• Demonstrate fast, proactive learning of tools.
• Show respect for clients in all interactions.

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 professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp.

There is no office requirement, and the team prioritizes timely follow-ups, clear video presence, and rapid tool mastery to deliver value to clients. This position offers the flexibility of remote work with a focus on client outcomes and a strong onboarding process to ensure early success and long-term growth