Client Intake Representative - Work From Home

Lever, Inc.; Westbrook (ME); Remote; USD 55,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist based in the United States. You will engage warm leads and guide conversations from first contact to close, without needing an office.

You’ll coordinate structured days, maintain activity rhythms, and align with client needs while building trust and credibility with prospects. The role emphasizes coaching during ramp-up, performance tracking, and a leadership path for top performers who consistently follow up with clients and respect

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