Remote Client Account Specialist

Lever, Inc.; Aurora (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote-friendly role in financial services. The position emphasizes structured days, warm-lead conversations, and coaching during ramp-up, with no required office presence.

You will work with a pipeline of warm leads, focusing on timely follow-ups and client respect while developing the skills needed to advance to leadership tracks for top performers.

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