Remote Client Account Representative

Lever, Inc.; Oshawa; Remote; CAD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is looking for a remote financial-services role in Canada. You will converse with warm leads, guide conversations, and provide coaching as you ramp.

This role emphasizes structured days, no office required, and a path for high performers into leadership. You’ll join a team that values timely follow-up and client respect while you grow your pipeline with guided training.

Qualifications

• Clear communication with clients and teammates.
• Ability to learn new tools quickly and adapt to processes.
• Professional video presence for client calls.
• Respectful and client-focused attitude during interactions.

Skills

Excellent communication

Active listening

Fast learning

Video presence

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