Remote Client Advisor - Warm-Lead Coach and Growth Path

Lever, Inc.; Richmond (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads in a structured day. You’ll participate in coaching while you ramp and rely on leads that are already raised a hand.

The role is remote with no office requirement, and training comes before performance expectations. You’ll be asked to maintain a strong client rapport and follow-up across a consistent workflow. The opportunity emphasizes a home-based setup, a supportive ramp-up process, and a clear path for

Qualifications

• 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 professional to engage with warm leads in a structured day. You’ll participate in coaching while you ramp and rely on leads that are already raised a hand.

The role is remote with no office requirement, and training comes before performance expectations. You’ll be asked to maintain a strong client rapport and follow-up across a consistent workflow. The opportunity emphasizes a home-based setup, a supportive ramp-up process, and a clear path for