Remote Client Intake Specialist

Lever, Inc.; Juneau (AK); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and guided coaching as you ramp. The role emphasizes thoughtful follow-up, client respect, and strong video presence while working without an office.

Expect a ramp period with coaching, a pipeline built on warm leads, and clear performance pathways including leadership tracks for top performers.

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