Client Services Team Leader - Work From Home

Lever, Inc.; Havre (MT); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to continue conversations with warm leads and assist clients as they ramp. The role features structured days, coaching during ramp, and a focus on timely follow-up with prospects.

You'll work from home with no office requirement, and you will be trained before performing. This remote position emphasizes building trust, clear video communication, and rapid learning of tools to support clients effectively.

Qualifications

• Experience handling warm leads or inbound inquiries.
• Excellent video presence and professional demeanor for client-facing calls.
• Ability to quickly learn new tools and processes.
• Demonstrated respect and professionalism with clients.

Skills

Warm lead handling

Remote communication

Fast learner

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