Remote Client Intake Specialist

AO Garcia Agency; Jackson (WY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. offers a remote financial-services role with structured days and warm-lead conversations. You will be coached as you ramp up, ensuring you’re prepared before handling client interactions.

The position emphasizes delivering value to families protecting income and future, with no office requirement and a home-based setup.

Qualifications

• On-time follow-up.
• Clean video presence.
• Fast learning on tools.
• Respect for the client.

Responsibilities

• Structured days for remote work.
• Coaching while you ramp.
• Conduct warm-lead conversations with prospects.

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