Remote Client Account Specialist

Lever, Inc.; Rochester (NH); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role features structured days, warm-lead conversations, and coaching as you ramp. This position emphasizes meaningful conversations with leads and a smooth onboarding path.

Ideal candidates demonstrate fast learning on tools, the ability to maintain professional video presence, and a commitment to respectful client interactions. No office is required, offering a flexible remote setup.

Qualifications

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

Responsibilities

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching while you ramp and ongoing follow-up with leads.

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