At-Home Family Services Representative

Lever, Inc.; Bethlehem (Northampton County); À distance; USD 60 000 - 100 000; Plein temps

Résumé du poste

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days and coaching as you ramp. The role focuses on timely follow-up and strong client interactions, set within a fully remote framework.

The ideal candidate demonstrates a clean video presence, rapid learning of new tools, and a respectful, professional approach to clients, with a potential leadership track for top performers.

Qualifications

• Prompt, reliable follow-up with clients or leads.
• Professional video presence for remote communications.
• Ability to learn new tools quickly and apply coaching feedback.

Responsabilités

• Maintain timely follow-up with warm leads.
• Present professionally in video calls and meetings.
• Learn and adapt to tools quickly with coaching during ramp.
• Respect clients and uphold company standards in communications.

Connaissances

On-time follow-up

Clean video presence

Fast learning

Respect for client

Description du poste

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