Remote Client Advocate: Warm Leads, Coaching & Growth

Lever, Inc.; Bartlett (TN); Remote; USD 42,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role emphasizes warm-lead conversations, structured days, and coaching as you ramp, with no office required.

In this remote role you will follow up promptly, present with a clean video presence, learn tools quickly, and show consistent respect for clients’ needs while delivering professional service from home across the US.

Qualifications

• On-time follow-up with prospects is expected.
• Ability to present professionally on video calls.
• Quickly learn and use the tools required for the role.
• Demonstrates respect and professionalism when engaging clients.

Responsibilities

• Remote financial-services role delivering structured days with warm-lead conversations and coaching as you ramp.

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 based in the United States. The role emphasizes warm-lead conversations, structured days, and coaching as you ramp, with no office required.

In this remote role you will follow up promptly, present with a clean video presence, learn tools quickly, and show consistent respect for clients’ needs while delivering professional service from home across the US.