Client Experience Specialist - Work From Home

Lever, Inc.; Camden (DE); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm-lead conversations and coach clients as you ramp. This role emphasizes structured days and starting with conversations with leads who have already shown interest, with no office required.

You will be trained before performing and will operate with a pipeline of warm leads, with opportunities for high performers to enter a leadership track.

Qualifications

• On-time follow-up is expected.
• Clean video presence during interactions.
• Ability to learn new tools quickly.
• Respect for the client in all communications.

Skills

Communication

Coaching

Fast learning on tools

Respect for 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