Remote Client Account Specialist

Lever, Inc.; Chesapeake (VA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services sales professional to engage warm leads and help families protect income and future.

You will have structured days, coaching while you ramp, and a program that trains before you perform.

This remote role emphasizes on-time follow-up, professional video presence, fast learning of tools, and respectful client interactions, with a clear leadership path for high performers.

Qualifications

• 1) Follow up promptly with leads.
• 2) Maintain professional video presence.
• 3) Quickly learn tools used in sales.
• 4) Show respect for clients.

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