Virtual Sales Representative - Financial Services

Lever, Inc.; Carmel (IN); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You'll join a growing team with tools and mentorship, enrolling and supporting clients who ask for guidance. You’ll build relationships, explain solutions clearly, and help families plan for their financial needs.

You’ll operate with a proven process, schedule flexibility, and meaningful work that matters to real people, not just one-off calls.

Qualifications

• Clear, human communication is essential.
• Self-directed work with discipline without supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enrol and support clients who request guidance.
• Partner with a growing team to deliver value.
• Use provided tools to document client interactions.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"