Remote Client Advocate - Warm Leads, Training & Growth

Lever, Inc.; Grand Island (NE); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist. This role involves working with warm leads, coaching while you ramp, and structured days designed for effective performance. No office is required and comprehensive training will be provided before you perform.

You will be expected to follow up promptly, maintain a professional video presence, and quickly learn new tools while delivering respectful, client-focused service.

Qualifications

• Excellent communication and follow-up skills.
• Ability to work remotely with self-discipline.
• Willingness to train before performance.

Responsibilities

• Promptly follow up on leads to move opportunities forward.
• Maintain a professional, clear video presence during calls.
• Learn and adapt to new tools quickly to support the sales process.
• Treat clients with respect and provide excellent service.

Skills

Communication skills

Coaching

Warm leads

Fast learner

Job description

Lever, Inc. is seeking a remote financial-services specialist. This role involves working with warm leads, coaching while you ramp, and structured days designed for effective performance. No office is required and comprehensive training will be provided before you perform.

You will be expected to follow up promptly, maintain a professional video presence, and quickly learn new tools while delivering respectful, client-focused service.