Client Concierge Representative - Work From Home

AO Garcia Agency; Dover (DE); À distance; USD 60 000 - 90 000; Plein temps

Résumé du poste

Lever, Inc. is seeking a remote financial-services professional to engage with prospects who have already raised a hand. A remote role with structured days, warm-lead conversations, and coaching during your ramp is offered. Stop hunting strangers and start talking to people who already raised a hand.

We hire for on-time follow-up, clean video presence, fast learning on tools, and respect for the client. This position emphasizes coaching, a supportive ramp, and a pipeline built on warm leads.

Qualifications

• Prompt follow-up with warm leads.
• Clear video presence in virtual meetings.
• Rapid learning of tools and processes.
• Respectful communication with clients and prospects.

Responsabilités

• Engage with warm leads and convert interest to next steps.
• Maintain a disciplined daily routine in a remote setting.
• Participate in coaching during ramp and apply feedback.
• Uphold professionalism and client-first mindset in all conversations.

Connaissances

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Outils

Coaching during ramp

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