Remote Client Account Specialist: Warm Leads & Growth Path

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

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.