Remote Client Engagement Specialist: Warm Leads & Growth

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

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.