Remote Client Consultation Specialist

Lever, Inc.; Jersey City (NJ); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking candidates for a remote financial-services role with structured days and warm-lead conversations. You will be coached as you ramp and you will work without a mandatory office.

This position emphasizes on-time follow-up, a clean video presence, fast learning on tools, and respect for clients while you build a productive pipeline from warm leads.

Qualifications

• Remote role with structured days.
• Coaching provided while you ramp.
• No office required.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the 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