Virtual Sales Representative - Financial Services

Lever, Inc.; Westminster (CO); Remote; USD 60,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role focuses on talking to warm leads, following a structured daily routine, and coaching during ramp-up.

You will manage a pipeline of warm opportunities and participate in training before performing independently. High performers have a leadership track, with emphasis on timely follow-up and a polished video presence.

Qualifications

• Punctual follow-up with leads.
• Clean and professional video presence on calls.
• Ability to learn new tools quickly and apply them.

Responsibilities

• Engage in warm-lead conversations with prospects.
• Provide coaching during ramp and onboarding phases.

Skills

Punctual follow-up

Video presence

Fast learner

Client respect

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