Client Retention Representative - Work From Home

AO Garcia Agency; Castle Rock (CO); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and coached ramp-up. You will conduct proactive follow-up, maintain a respectful client approach, and learn quickly on essential tools to drive meaningful conversations.

Based in the United States, this remote role requires no office and offers growth opportunities for high performers into leadership tracks.

Qualifications

• Remote role requiring professional communication and presence.
• Ability to follow up promptly with warm leads.
• Willingness to be coached during ramp-up and training.

Responsibilities

• Engage with warm leads through remote communications.
• Maintain structured daily workflow and organized outreach.
• Participate in coaching during ramp and ramp-up period.

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