Client Needs Advisor - Remote

Lever, Inc.; Canton (OH); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in the United States, with Canton, Ohio as a reference point, to engage warm leads and follow up diligently. The role includes coaching teammates as you ramp and maintaining structured daily routines to ensure client success.

The position emphasizes a strong emphasis on client communication, rapid learning of tools, and a respectful, professional approach, with no office required and a focus on outcomes over presence.

Responsibilities

• Engage warm leads through structured daily conversations.
• Provide coaching and ramp-up support for new team members.
• Maintain high-quality follow-up and client-facing standards.

Skills

Timely follow-up

Video presence

Fast tool learning

Client 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