Client Intake Representative - Work From Home

Lever, Inc.; Bartlesville (OK); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional for a role with structured days, warm-lead conversations, and coaching as you ramp. You will collaborate with client teams, manage follow-ups, and track outcomes in a fast-paced, service-driven environment.

This position requires no office, offers a steady pipeline of warm leads, and a clear path to leadership for high performers. Training precedes performance expectations to ensure you hit the ground running and deliver

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