Remote Client Advisor - Warm Leads, Coaching & Growth
Lever, Inc.
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Job summary
Lever, Inc. is seeking a remote financial-services specialist to engage with warm leads and coach while ramping. The role emphasizes timely follow-up, a professional video presence, and rapid adoption of our tools. Top performers can progress toward leadership tracks while supporting families with income protection.
Home base is remote with no office requirement, and comprehensive training is provided before performance expectations begin.
Qualifications
- Must follow up promptly with leads and clients.
- ,
- Must maintain a professional video presence during remote interactions.
- Must quickly learn and use the company tools.
Skills
Tools
Job description
Lever, Inc. is seeking a remote financial-services specialist to engage with warm leads and coach while ramping. The role emphasizes timely follow-up, a professional video presence, and rapid adoption of our tools. Top performers can progress toward leadership tracks while supporting families with income protection.
Home base is remote with no office requirement, and comprehensive training is provided before performance expectations begin.
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