100% Remote Client Relations Advisor

Lever, Inc.; Deming (NM); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and coach clients as you ramp. You’ll work structured days with training before expectations set, focusing on high-quality follow-up and client care.

Based anywhere in the United States, this role requires fast learning, clean video presence, and respectful communication. No office required, with a clear path to leadership for top performers.

Qualifications

• Prompt follow-up to client inquiries.
• Maintain professional, clear video presence for virtual meetings.
• Ability to quickly learn new tools and processes.

Skills

Warm leads

Follow-up discipline

Video presence

Fast learner

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