Remote Client Intake Specialist

AO Garcia Agency; Nicholasville (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and conduct structured, result-driven conversations. The role emphasizes disciplined follow-up, coaching during ramp-up, and a path toward leadership for top performers.

We offer a home-based position with no office requirement and a focus on client outcomes, ensuring you stay connected with families protecting income and futures while you grow your skills in a supportive environment.

Qualifications

• On-time follow-up is essential.
• Clean video presence for client calls and demos.
• Fast learning on tools and processes will help ramp quickly.
• Respect for the client in all communications and interactions.

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