Virtual Consultation Representative - Work From Home

Lever, Inc.; Wentzville (MO); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in Missouri to engage warm leads, provide coaching as you ramp, and structure your days for productive outcomes. No office is required, and you will be trained before performing independently.

In this role you will follow up on leads promptly, maintain a clean video presence, and learn new tools quickly while respecting the client relationship. This position offers a remote work setup with a structured ramp period.

Qualifications

• Candidates should be comfortable engaging with warm leads and guiding them through early stages of engagement.
• Ability to learn new tools quickly and apply them on the job.
• Comfort with remote work and structured daily routines.

Responsibilities

• Follow up with leads in a timely manner.
• Maintain professional video presence during communications.
• Demonstrate quick learning and adaptation to new tools.
• Respect clients and communicate clearly to build trust.

Skills

Warm lead conversations

Coaching

Fast learning on tools

Remote work

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