Remote Client Advocacy Lead — Warm Leads, Coaching & Growth

Lever, Inc.; Evanston (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional who can turn warm leads into meaningful conversations. You'll enjoy structured days, coaching while you ramp, and a focus on helping families protect income.

This role emphasizes fast learning on tools, on-time follow-up, and a respectful client mindset, with a clear path for high performers to advance into leadership.

Qualifications

• Experience handling warm leads and following up promptly.
• Ability to communicate clearly in a remote setting.
• Capable of learning new tools quickly.
• Demonstrates respect for clients and integrity in interactions.

Responsibilities

• Engage warm leads through structured daily routines.
• Conduct conversation with prospects and coach ramping colleagues as needed.
• Maintain timely follow-ups and accurate notes in the CRM.

Skills

Warm lead handling

Communication

Fast learner

Client respect

Tools

CRM software

Job description

Lever, Inc. in the United States is seeking a remote financial-services professional who can turn warm leads into meaningful conversations. You'll enjoy structured days, coaching while you ramp, and a focus on helping families protect income.

This role emphasizes fast learning on tools, on-time follow-up, and a respectful client mindset, with a clear path for high performers to advance into leadership.