Remote Client Relations Advisor – Warm Leads & Training

Lever, Inc.; Deming (NM); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and coach clients as you ramp. You’ll work structured days with training before expectations set, focusing on high-quality follow-up and client care.

Based anywhere in the United States, this role requires fast learning, clean video presence, and respectful communication. No office required, with a clear path to leadership for top performers.

Qualifications

• Prompt follow-up to client inquiries.
• Maintain professional, clear video presence for virtual meetings.
• Ability to quickly learn new tools and processes.

Skills

Warm leads

Follow-up discipline

Video presence

Fast learner

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and coach clients as you ramp. You’ll work structured days with training before expectations set, focusing on high-quality follow-up and client care.

Based anywhere in the United States, this role requires fast learning, clean video presence, and respectful communication. No office required, with a clear path to leadership for top performers.