Virtual Sales Representative - Financial Services

Lever, Inc.; Vancouver (WA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients seeking guidance. Expect to deliver web presentations and contribute to a portfolio of ongoing client work.

The position emphasizes clear communication, autonomy, and an openness to a proven process, with a focus on benefits conversations and meaningful work for families.

Qualifications

• Clear and human communication is expected.
• Work autonomously with discipline without direct supervision.
• Open to following a proven process.
• Interested in benefits conversations as part of the role.

Responsibilities

• Support client inquiries in a fully remote setting.
• Enroll and guide clients who request guidance.
• Collaborate with a growing team and mentors.
• Deliver presentations and engage clients via web-based sessions.
• Build a schedule that fits real life and client needs.

Skills

Clear communication

Self-discipline

Process orientation

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"