Remote Client Engagement Specialist

Lever, Inc.; Dayton (OH); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role built around warm-lead engagement and coaching as you ramp. You’ll focus on structured days, repeatable processes, and high-quality conversations with prospects who have raised a hand.

No office is required; you’ll receive training before you perform and a clear path for top performers into leadership tracks, with emphasis on client protection of income and future.

Qualifications

• Prompt follow-up with leads.
• Strong video presence for virtual meetings.
• Ability to learn new tools quickly.

Responsibilities

• Engage with warm leads and conduct conversations.
• Provide coaching while you ramp and guide clients.
• Maintain structured daily routines and high-quality outreach.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

CRM

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