Remote Appointment Setter — Warm Leads & Growth Path

Lever, Inc.; Lincoln (NE); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Leadership track

Job summary

Lever, Inc. is seeking a remote-friendly financial-services professional to engage with warm leads and guide them through the buying process. The role emphasizes structured days, coaching during ramp, and no office required, with a home-base setup in the United States.

Prospects are engaged via warm conversations, with a focus on timely follow-up, clean video presence, and strong client respect. Top performers can access a leadership track as they grow the pipeline.

Qualifications

• Remote financial-services role with warm-lead conversations and coaching during ramp.
• Structured days support consistent performance.
• Pipelines built on warm leads rather than cold outreach.
• High performers have a leadership track.

Responsibilities

• Initiate conversations with prospects who have expressed interest.
• Maintain timely follow-ups and professional communication.
• Present services with clarity via video or call.
• Learn tools and processes quickly to ramp effectively.

Skills

Warm leads

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is seeking a remote-friendly financial-services professional to engage with warm leads and guide them through the buying process. The role emphasizes structured days, coaching during ramp, and no office required, with a home-base setup in the United States.

Prospects are engaged via warm conversations, with a focus on timely follow-up, clean video presence, and strong client respect. Top performers can access a leadership track as they grow the pipeline.