Remote Protection Planning Advisor - Warm Leads & Growth Path

Lever, Inc.; Dover (NH); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote-friendly financial-services role designed for people who want to talk to leads who have already raised a hand. You’ll work with warm leads, have structured days, and receive coaching while you ramp to full productivity.

There is no office required and top performers have a leadership track. We emphasize families protecting income and future, and fast learning on tools to stay ahead in a dynamic client-focused environment.

Qualifications

• On-time follow-up is essential.
• Clean video presence is required for interactions.
• Fast learning on tools is expected to ramp quickly.
• Respect for the client in all communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote-friendly financial-services role designed for people who want to talk to leads who have already raised a hand. You’ll work with warm leads, have structured days, and receive coaching while you ramp to full productivity.

There is no office required and top performers have a leadership track. We emphasize families protecting income and future, and fast learning on tools to stay ahead in a dynamic client-focused environment.