Remote Onboarding Specialist - Structured Days & Warm Leads

Lever, Inc.; Saskatoon; Remote; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp-up

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide prospects through the sales process. You will participate in structured days and receive coaching while you ramp up, focusing on timely follow-ups and respectful client interactions.

This role emphasizes a fast learning curve, professional video presence, and the ability to nurture relationships without a physical office requirement. Training precedes performance expectations.

Qualifications

• Remote financial-services role requiring strong communication.
• Structured days and coaching while you ramp up.
• Work with warm leads and follow up promptly.

Responsibilities

• Engage with existing warm leads through conversations.
• Follow up promptly and accurately with prospects.
• Leverage coaching and training during ramp-up period.

Skills

Communication

Video presence

Fast learner

Lead follow-up

Tools

CRM software

Video conferencing tools

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide prospects through the sales process. You will participate in structured days and receive coaching while you ramp up, focusing on timely follow-ups and respectful client interactions.

This role emphasizes a fast learning curve, professional video presence, and the ability to nurture relationships without a physical office requirement. Training precedes performance expectations.