Remote Client Advocacy Specialist

Lever, Inc.; Cedar Rapids (IA); 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 up. No office is required, and you’ll engage with clients who have already shown interest.

Ideal candidates are strong communicators with a quick learning curve, a respectful approach to clients, and the ability to manage warm opportunities as you grow within the role.

Qualifications

• Must be trainable and coachable before performance expectations.
• Role is remote with structured days and coaching during ramp-up.
• Engage in warm-lead conversations with clients in a financial-services context.

Skills

Warm leads

Fast learning

Video presence

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client