At-Home Family Services Representative

Lever, Inc.; Sacramento (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. in Sacramento-area remote services team seeks a remote financial-services professional to engage warm leads, follow up promptly, and participate in a ramp-up with coaching. The role emphasizes structured days, high responsiveness, and a focus on client outcomes. Excellent communication and a professional video presence are essential for success. Leadership opportunities exist for top performers.

Qualifications

• Remote financial-services role requiring disciplined communication and reliability.
• Ability to follow up promptly with warm leads and maintain client-centered interactions.
• Demonstrated adaptability to learn new tools quickly in a remote setup.
• Professional demeanor and respect for clients in all communications.

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