Remote Client Advocate – Financial Services

Lever, Inc.; Suffolk (VA); Remote; USD 55,000 - 72,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads in a structured, coach-driven ramp-up. The role emphasizes meaningful conversations and a pipeline built on qualified prospects rather than cold outreach.

You will be trained before you are expected to perform, and high performers can advance along a leadership track as you grow with the team. There is no office requirement, and success depends on timely follow-up, a professional video presence, and the

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads in a structured, coach-driven ramp-up. The role emphasizes meaningful conversations and a pipeline built on qualified prospects rather than cold outreach.

You will be trained before you are expected to perform, and high performers can advance along a leadership track as you grow with the team. There is no office requirement, and success depends on timely follow-up, a professional video presence, and the