Client Services Team Leader - Work From Home

AO Garcia Agency; Corpus Christi (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Structured ramp training

Job summary

Lever, Inc. is seeking a remote, performance-driven specialist in the financial-services space. The role focuses on warm-lead conversations, guided training, and ramp coaching to ensure you start with confidence.

You will operate without a fixed office, collaborating with a distributed team and focusing on timely follow-ups with prospects and clients. The position offers structured training before performance expectations, with opportunities for advancement as you demonstrate results and

Qualifications

• On-time follow-up with leads and clients.
• Clear, professional video presence for virtual conversations.
• Rapid ability to learn and apply new tools.
• Demonstrated respect for clients and their needs.

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