Remote Appointment Coordinator: Warm Leads, Training, Growth

Lever, Inc.; Kahului (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through conversations as you ramp. Training is provided before performance expectations, ensuring you are equipped to deliver value from day one. The role emphasizes client respect and effective follow-up.

The position supports a fully remote base with structured days and coaching, offering a clear track for high performers to move into leadership as you build trusted relationships with clients.

Qualifications

• Must demonstrate reliable follow-up with clients.
• Maintain professional video presence for virtual interactions.
• Rapidly learn and adapt to new tools used in client conversations.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through conversations as you ramp. Training is provided before performance expectations, ensuring you are equipped to deliver value from day one. The role emphasizes client respect and effective follow-up.

The position supports a fully remote base with structured days and coaching, offering a clear track for high performers to move into leadership as you build trusted relationships with clients.