Remote Client Relations Manager

Lever, Inc.; Miami (FL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote role

Coaching during ramp

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, provide coaching while you ramp, and structure your day for productive outcomes. The role emphasizes quick learning, prompt follow-up, and a strong client-first approach.

A defined leadership track is available for high performers. Base is remote with no office required, and the position focuses on families protecting income and future through proactive communication.

Qualifications

• On-time follow-up with warm leads.
• Clean video presence during client interactions.
• Rapid learning of tools used in client conversations.

Responsibilities

• Engage with warm leads and move conversations forward.
• Maintain timely follow-up with prospects.
• Demonstrate professional video presence in meetings.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

Tools learning

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client