Remote Client Advisor - Warm Leads, Coaching & Growth

Lever, Inc.; Pittsburgh (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position features structured days, warm-lead conversations, and coaching while you ramp. The role emphasizes prompt follow-up, clear video presence, quick tool-learning, and maintaining client respect.

Experience with remote customer engagement and a professional demeanor are valued as part of a performance-based leadership track for high performers.

Qualifications

• On-time follow-up required.
• Clean video presence expected.
• Fast learning on tools necessary.
• Respect for the client is essential.

Responsibilities

• Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position features structured days, warm-lead conversations, and coaching while you ramp. The role emphasizes prompt follow-up, clear video presence, quick tool-learning, and maintaining client respect.

Experience with remote customer engagement and a professional demeanor are valued as part of a performance-based leadership track for high performers.