Remote Client Account Representative

Lever, Inc.; Lafayette (LA); Remote; USD 42,000 - 66,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp. This position emphasizes timely follow-up, professional video presence, and continual learning in a client-facing environment.

The role is remote with no office requirement and offers a ramping period to get up to speed before taking ownership of client interactions.

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Responsibilities

• Engage with warm leads via structured days
• Conduct conversations and coaching while ramping
• Maintain professional communication with clients

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