Remote Client Enrollment Coach - Warm Leads & Growth

Lever, Inc.; Greenville (MS); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services professional to turn warm leads into clients. This role features structured days, coaching during ramp-up, and no office requirement, letting you work from anywhere in the United States.

You’ll be measured on timely follow-up, professional video presence, quick tool adoption, and respectful client interactions as you build a sustainable pipeline and help families protect income.

Qualifications

• On-time follow-up with prospects.
• Professional video presence during interactions.
• Ability to learn new tools quickly.
• Respectful and client-focused communication.

Responsibilities

• Engage with warm leads remotely and drive conversations.
• Follow up promptly to move opportunities forward.
• Participate in coaching and ramp-up activities to achieve target metrics.

Skills

On-time follow-up

Video presence

Fast learning

Client respect

Job description

Lever, Inc. seeks a remote financial-services professional to turn warm leads into clients. This role features structured days, coaching during ramp-up, and no office requirement, letting you work from anywhere in the United States.

You’ll be measured on timely follow-up, professional video presence, quick tool adoption, and respectful client interactions as you build a sustainable pipeline and help families protect income.