Client Relationship Specialist - Remote

Lever, Inc.; Waukesha (WI); Remote; USD 50,000 - 70,000; Part time

Job summary

Lever, Inc. is seeking a remote financial-services role focused on warm-lead conversations and coaching while you ramp. No office required, structured days and guided training help you start strong.

You will engage with clients who have already raised a hand, emphasizing timely follow-ups, maintaining a professional video presence, and quickly learning new tools. High performers may access a leadership track as they grow.

Qualifications

• Proven ability to follow up promptly and reliably.
• Professional video presence for virtual meetings.
• Ability to learn new tools quickly.
• Respectful communication with clients.

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