Remote Client Care Specialist

Lever, Inc.; Bensalem Township (Bucks County); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide prospects through the buying process. You’ll work from home with structured days, coaching during ramp and ongoing support to clients.

This is a remote, nationwide role designed for high performers who excel at follow-up, quick learning, and delivering a polished video presence to clients.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client