Home-Based Client Services Representative

Lever, Inc.; Mesquite (NV); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and coach prospects as they ramp. The role emphasizes structured days, quick learning, and a customer-first approach.

Based anywhere in the United States, this position offers a home-based setup with no office required and a clear path to leadership for top performers who excel at timely follow-up and respectful client interactions.

Qualifications

• On-time follow-up with prospects or clients.
• Maintain a clean, professional video presence during interactions.
• Learn new tools quickly to support conversations and workflows.
• Show respect and professionalism in every client interaction.

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