Remote Client Advocate - Warm Leads, Growth Path

Lever, Inc.; Cedar Falls (IA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp. This position supports families protecting income and future, with home base and no office required.

You will start with thorough training before you are expected to perform, and your pipeline will be built from warm leads. High performers have a leadership track and opportunities for growth.

Responsibilities

• Follow up with warm leads in a remote setting.
• Maintain a professional video presence for client meetings.
• Learn and master tools quickly to support conversations.
• Treat clients with respect and focus on their needs.

Job description

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp. This position supports families protecting income and future, with home base and no office required.

You will start with thorough training before you are expected to perform, and your pipeline will be built from warm leads. High performers have a leadership track and opportunities for growth.