Client Onboarding Coordinator - Remote

Lever, Inc.; Unalaska (AK); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and dedicated coaching as you ramp. Stop hunting strangers and start talking to people who already raised a hand, delivering thoughtful financial guidance from a distributed setup.

This role emphasizes a warm pipeline, ongoing training, and clear expectations. High performers have opportunities to advance along a leadership track while maintaining client-centric communication and timely

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