Client Engagement Representative - Work From Home

Lever, Inc.; Lansing (MI); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in the United States to engage with warm leads and structure daily activities. You will receive coaching while ramping and maintain a high standard of client communication from home, without a fixed office base.

This role emphasizes on-time follow-up, clean video presence, and quick learning of tools to support client success across structured days and warm-lead conversations.

Qualifications

• Experience handling warm leads and maintaining client relationships.
• Strong communication and presentation via video.
• Ability to learn tools quickly.

Skills

Warm leads

Fast learner

Follow-up discipline

Client respect

Tools

CRM software

Video conferencing

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