Remote Client Care Specialist

Lever, Inc.; Livonia (MI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching & ramp program

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations from onboarding through ramp. This role emphasizes structured days, coaching, and consistent follow-up with clients.

The ideal candidate communicates clearly, learns new tools quickly, and respects the client, with opportunities for leadership progress for high performers.

Qualifications

• Reliability in following up with leads and clients.
• Professional video presence for remote engagement.
• Ability to quickly learn new sales/tools used in client conversations.
• Demonstrates respect and courtesy in all client interactions.

Responsibilities

• Engage with warm leads in a remote financial-services setup.
• Structure daily activities and maintain steady client communication.
• Provide coaching and ramp support as you onboard.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

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