Remote Sales Associate — Warm Leads & Coaching

Lever, Inc.; Salem (OR); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Structured onboarding

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and guide prospects through the early stages of the cycle. You will work from home with structured days, coached onboarding, and clear performance milestones.

No office is required; you will be trained before performance and supported as you ramp. A focus on timely follow-up and professional video presence helps build trust with clients.

Qualifications

• Must have strong on-time follow-up and organization
• Professional video presence for client interactions
• Ability to learn tools quickly and adapt to processes
• Respect for clients and their needs

Responsibilities

• Engage warm leads and guide prospects through initial conversations
• Maintain structured daily workflow with coaching during ramp-up
• Provide timely follow-up and accurate information to clients

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and guide prospects through the early stages of the cycle. You will work from home with structured days, coached onboarding, and clear performance milestones.

No office is required; you will be trained before performance and supported as you ramp. A focus on timely follow-up and professional video presence helps build trust with clients.