Remote Client Consultation Specialist

Lever, Inc.; Elgin (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations from home. The role emphasizes structured days, coaching during ramp, and a pipeline built on warm prospects.

You will be trained before you are expected to perform, ensuring readiness and confidence from day one. The position offers remote work with no office requirement, and high performers have a leadership track as you demonstrate results and client respect.

Qualifications

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

Responsibilities

• Engage with warm leads remotely and guide conversations in a financial-services context.
• Provide coaching and ramp support to new teammates as they get up to speed.
• Maintain structured daily routines to ensure consistent outreach and progress.
• Support clients with a professional and responsive communication style.

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