Home-Based Client Services Representative

Lever, Inc.; Eagle Mountain (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in Utah offers a remote financial-services role focused on warm-lead conversations and structured days. You begin with coaching while you ramp, so you can ramp up quickly and effectively for clients seeking reliable support.

Stop hunting strangers and start talking to people who already raised a hand. The position rewards timely follow-up, clean video presence, fast learning of tools, and respectful client service, with leadership opportunities for top performers.

Qualifications

• Remote role in financial services with warm leads.
• Structured daily routine and coaching during ramp-up.
• Emphasis on prompt follow-up and professional presence.

Responsibilities

• Engage leads and move conversations forward in a remote setup.
• Maintain timely follow-up and professional video presence.
• Adopt tools quickly and respect client needs.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

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