Client Relations Representative - Remote

Lever, Inc.; Dover (DE); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach new reps during ramp-up. The role emphasizes structured days, attentive follow-ups, and a client-first approach.

You will work with guidance before taking ownership, focusing on high-quality conversations, fast tool-learning, and respectful communication to protect client income and future planning.

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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