Remote Client Advocate

Lever, Inc.; Albany (GA); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is offering a remote financial-services role with structured days and warm-lead conversations. You will receive coaching while you ramp, and you will operate from a home base with no office required. Your pipeline consists of warm leads, and high performers can access a leadership track as you grow with the team.

The role emphasizes training before performance, ongoing coaching, and a supportive environment designed to help you develop in a remote, client-facing capacity.

Qualifications

• Candidates consistently follow up promptly with prospects.
• Maintain a professional video presence during interactions.
• Demonstrate rapid learning when using new tools and systems.
• Show respect and professionalism in all client communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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