Part-Time Work From Home Client Support Representative

Lever, Inc.; Stamford (CT); Remote; USD 60,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in Stamford, CT, to engage warm leads, coach clients, and maintain structured daily workflows. The role emphasizes strong follow-up, clear video communication, rapid learning of tools, and respectful client interactions.

Ideal candidates will thrive in a distributed environment, deliver consistent results, and grow through a leadership track as they ramp and contribute to client outcomes.

Qualifications

• On-time follow-up with prospects and customers.
• Professional video and communication presence during remote discussions.
• Ability to quickly learn and use sales tools and platforms.
• Demonstrated respect and professionalism in client interactions.

Responsibilities

• Conduct structured, remote conversations with warm leads.
• Coach and support client engagements while ramping.
• Maintain a disciplined daily workflow in a remote financial-services role.
• Collaborate with teammates to ensure client needs are met.

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