Remote Client Intake Specialist - Warm Leads & Growth Path

Lever, Inc.; Westbrook (ME); Remote; USD 55,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist based in the United States. You will engage warm leads and guide conversations from first contact to close, without needing an office.

You’ll coordinate structured days, maintain activity rhythms, and align with client needs while building trust and credibility with prospects. The role emphasizes coaching during ramp-up, performance tracking, and a leadership path for top performers who consistently follow up with clients and respect

Job description

Lever, Inc. is seeking a remote financial-services specialist based in the United States. You will engage warm leads and guide conversations from first contact to close, without needing an office.

You’ll coordinate structured days, maintain activity rhythms, and align with client needs while building trust and credibility with prospects. The role emphasizes coaching during ramp-up, performance tracking, and a leadership path for top performers who consistently follow up with clients and respect