At-Home Family Services Representative

Lever, Inc.; Laurel (MD); Remote; USD 60,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, maintain timely follow-up, and guide clients through the early stages of onboarding. The role emphasizes structured days and coaching as you ramp, with no office required.

You will thrive on clear communication, quick learning of tools, and a respectful approach to clients. High performers have opportunities for leadership tracks as the business scales, while you operate from home.

Qualifications

• Remote financial-services role requiring proactive follow-up and client communication.
• Structured days with coaching during ramp-up.
• No office required; home-based work.
• Attention to client respect and compliance.

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