Client Relationship Specialist - Remote

Lever, Inc.; Montgomery (AL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote role

Structured days

Coaching during ramp

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services professional. The role focuses on warm-lead conversations, guiding prospects through the decision process, and maintaining timely follow-up with clients.

You will ramp with coaching and structured days, with a path to leadership for top performers. No office required, work from home, flexible scheduling, and a client-first mindset.

Qualifications

• Remote financial-services role requiring clear communication.
• Structured days and warm-lead conversations.
• Training before performance expectations.

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