Virtual Sales Representative - Financial Services

Lever, Inc.; Janesville (WI); Remote; USD 45,000 - 85,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching

Leadership path

Job summary

Lever, Inc. offers a remote career opportunity for someone who engages with customers who have already requested information on financial-protection options. You will handle conversations that are already warm, explain options clearly, and help clients enroll when appropriate.

The role emphasizes following a consistent lead process and maintaining momentum through follow-ups. The position supports a fully remote work setup, with coaching from experienced colleagues and a clear path into

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.