Remote Client Advocate

Lever, Inc.; Frisco (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional to engage warm leads, maintain a structured daily routine, and coach new reps during ramp-up.

This role emphasizes no office required, fast learning, and respectful client interactions, with a clear path for high performers into leadership tracks.

Qualifications

• Candidates should demonstrate reliable follow-up discipline.
• Clear video presence and professional demeanor.
• Ability to learn new tools quickly and adapt.
• Respectful interactions with clients required.

Responsibilities

• Conduct warm lead conversations with prospects.
• Maintain a structured daily schedule in a remote setting.
• Provide coaching and ramp-up support for new reps.

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