Remote Client Onboarding Coach

Lever, Inc.; Herriman (UT); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads and guide conversations from day one. The role emphasizes structured days, coaching while ramping, and a focus on protecting income and future for families.

The position offers the flexibility of no office required, with potential for leadership advancement for top performers. Strong communication and adaptability to tools are essential for success.

Qualifications

• Proven ability to follow up leads promptly and professionally.
• Comfort with video-based communication and remote collaboration.
• Ability to learn and adapt to new tools quickly.

Responsibilities

• Engage with warm leads to move conversations forward.
• Maintain professional communication in a remote setting.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads and guide conversations from day one. The role emphasizes structured days, coaching while ramping, and a focus on protecting income and future for families.

The position offers the flexibility of no office required, with potential for leadership advancement for top performers. Strong communication and adaptability to tools are essential for success.