Remote Client Concierge - Warm Leads Coach

Lever, Inc.; Dover (DE); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with prospects who have already raised a hand. A remote role with structured days, warm-lead conversations, and coaching during your ramp is offered. Stop hunting strangers and start talking to people who already raised a hand.

We hire for on-time follow-up, clean video presence, fast learning on tools, and respect for the client. This position emphasizes coaching, a supportive ramp, and a pipeline built on warm leads.

Qualifications

• Prompt follow-up with warm leads.
• Clear video presence in virtual meetings.
• Rapid learning of tools and processes.
• Respectful communication with clients and prospects.

Responsibilities

• Engage with warm leads and convert interest to next steps.
• Maintain a disciplined daily routine in a remote setting.
• Participate in coaching during ramp and apply feedback.
• Uphold professionalism and client-first mindset in all conversations.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

Coaching during ramp

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with prospects who have already raised a hand. A remote role with structured days, warm-lead conversations, and coaching during your ramp is offered. Stop hunting strangers and start talking to people who already raised a hand.

We hire for on-time follow-up, clean video presence, fast learning on tools, and respect for the client. This position emphasizes coaching, a supportive ramp, and a pipeline built on warm leads.