Remote Client Relations Advisor - Warm Leads, Growth Path

Lever, Inc.; Sioux City (IA); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote-friendly financial-services professional to engage warm leads and coach new clients as you ramp. The role emphasizes structured days, timely follow-ups, and a focus on helping families protect income and future.

Remote work is supported with no office required; training is provided before performance expectations begin, and top performers may access leadership tracks as they prove success with clients.

Qualifications

• Promptly follow up with leads
• Maintain a professional video presence
• Quickly learn tools and systems
• Show respect for clients

Responsibilities

• Talk to warm leads in a remote setting
• Provide coaching as you ramp
• Maintain a structured daily schedule
• Represent the company professionally in all client interactions

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote-friendly financial-services professional to engage warm leads and coach new clients as you ramp. The role emphasizes structured days, timely follow-ups, and a focus on helping families protect income and future.

Remote work is supported with no office required; training is provided before performance expectations begin, and top performers may access leadership tracks as they prove success with clients.