Client Advocacy Team Lead - Remote

Lever, Inc.; Evanston (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional who can turn warm leads into meaningful conversations. You'll enjoy structured days, coaching while you ramp, and a focus on helping families protect income.

This role emphasizes fast learning on tools, on-time follow-up, and a respectful client mindset, with a clear path for high performers to advance into leadership.

Qualifications

• Experience handling warm leads and following up promptly.
• Ability to communicate clearly in a remote setting.
• Capable of learning new tools quickly.
• Demonstrates respect for clients and integrity in interactions.

Responsibilities

• Engage warm leads through structured daily routines.
• Conduct conversation with prospects and coach ramping colleagues as needed.
• Maintain timely follow-ups and accurate notes in the CRM.

Skills

Warm lead handling

Communication

Fast learner

Client respect

Tools

CRM software

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