Remote Client Consultation Specialist

Lever, Inc.; Jersey City (NJ); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, structure daily activities, and receive coaching as you ramp. You will move quickly through training and begin contributing to client conversations from home.

The role emphasizes timely follow-up, respectful client interactions, and rapid tool acquisition, with career growth opportunities for high performers.

Qualifications

• Prompt follow-up with leads
• Professional video presence for virtual meetings
• Ability to quickly learn and use sales tools

Responsibilities

• Engage in warm-lead conversations with clients
• Maintain structured daily workflows in a remote setting
• Receive coaching while ramping and accelerating performance

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Tools

Tools training

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