Remote Client Advocate — Warm Leads & Training

Lever, Inc.; Huntington (WV); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and coaching as you ramp. You will focus on conversations with prospects who have already expressed interest, maintaining momentum and accurate follow-ups.

Participants are trained before performing, and top performers are offered a leadership track. This remote role emphasizes client respect, quick learning, and reliable communication.

Qualifications

• We require timely follow-up with leads.
• Ability to maintain a professional video presence for remote conversations.
• Willingness to quickly learn and use new tools and processes.

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 warm leads with structured days and coaching as you ramp. You will focus on conversations with prospects who have already expressed interest, maintaining momentum and accurate follow-ups.

Participants are trained before performing, and top performers are offered a leadership track. This remote role emphasizes client respect, quick learning, and reliable communication.