Client Relations Representative - Remote

Lever, Inc.; Horn Lake (MS); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking a remote-friendly financial-services professional. The role emphasizes structured days, warm-lead conversations, and coaching during ramp-up to help you perform confidently from anywhere in the United States.

Candidates should excel at timely follow-up, maintain a strong video presence, and learn tools quickly to serve clients with professionalism and care.

Qualifications

• Must demonstrate reliable follow-up discipline and timely communication.
• Present yourself clearly in video when engaging clients.
• Able to learn new tools quickly and apply them in daily tasks.

Responsibilities

• Remote financial-services role with structured daily tasks.
• Conduct warm-lead conversations with prospects or clients.
• Provide coaching while ramping into the role.

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