Client Service Advisor - Remote

Lever, Inc.; Bixby (OK); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is hiring a remote financial-services professional to engage with warm leads, follow up promptly, and coach new hires as they ramp. The role emphasizes structured days and no office requirement.

High performers have opportunities for leadership tracks, with a focus on clean video presence and fast learning of tools while maintaining respect for clients.

Qualifications

• Timely follow-up with clients and prospects.
• Professional appearance and presence on video calls.
• Ability to learn new tools and adapt quickly.
• Respectful and client-focused communication.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Provide coaching while ramping and onboarding.
• Adhere to structured daily workflows and routines.

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