Remote Client Intake Specialist - Warm Leads, Growth Path
Lever, Inc.
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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
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.
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