Virtual Sales Representative - Financial Services

Lever, Inc.; Coventry (RI); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join a busy, growth-minded team. This role focuses on warm-lead conversations, structured days, and coaching during ramp-up to help clients protect income and future planning.

You’ll operate without a fixed office, work from home-based settings, and be trained before expected to perform, with opportunities to advance through a leadership track for high performers.

Qualifications

• Experience in handling warm leads or inbound requests.
• Strong video/phone communication with clients.
• Ability to learn new tools quickly and adapt to remote workflows.

Skills

Warm leads handling

Remote communication

Coaching & mentoring

Fast learning on tools

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