Client Onboarding Coordinator - Remote

Lever, Inc.; Lafayette (LA); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. in Lafayette, Louisiana is pursuing a remote financial-services professional. This role centers on warm-lead conversations, structured days, and coaching as you ramp to deliver value for clients and protect their income and future.

There is no office to report to, and you will be trained before you perform. The work rewards high performers with a leadership track and clear paths for growth within a remote-first team.

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