100% Remote Client Relations Advisor

Lever, Inc.; Sioux City (IA); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote-friendly financial-services professional to engage warm leads and coach new clients as you ramp. The role emphasizes structured days, timely follow-ups, and a focus on helping families protect income and future.

Remote work is supported with no office required; training is provided before performance expectations begin, and top performers may access leadership tracks as they prove success with clients.

Qualifications

• Promptly follow up with leads
• Maintain a professional video presence
• Quickly learn tools and systems
• Show respect for clients

Responsibilities

• Talk to warm leads in a remote setting
• Provide coaching as you ramp
• Maintain a structured daily schedule
• Represent the company professionally in all client interactions

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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