Part-Time Client Experience Specialist - Remote

Lever, Inc.; East Honolulu (HI); Remote; USD 90,000 - 130,000; Full time

Job summary

Lever, Inc. is seeking a remote friendly professional for a financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching while you ramp.

The role focuses on timely follow-ups, clear video presence, rapid tool learning, and respectful client interactions to support families protecting income and future.

Qualifications

• On-time follow-up required for all inquiries.
• Maintain a professional video presence during remote interactions.
• Demonstrate quick proficiency with tools used for outreach and client management.
• Respect the client and maintain a client-first attitude in all communications.

Responsibilities

• Conduct warm-branded conversations with leads.
• Provide coaching while ramping in a remote financial-services role.

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