Client Service Advisor - Remote

Lever, Inc.; Avondale (AZ); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. offers a remote financial-services role designed around warm-lead conversations and structured days, with coaching during ramp-up.

Training precedes performance obligations, and top performers have a clear leadership track; no office is required as you work from home, delivering client-focused service.

Qualifications

• Follow-up on warm leads.
• Strong video presence for client calls.
• Rapid learning of tools and processes.
• Respectful communication with clients.

Skills

On-time follow-up

Video presence

Fast learning

Respect for 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