Remote Client Relations Manager - Warm Leads, Coaching

Lever, Inc.; Joplin (MO); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide prospects through the early stages of the client journey. This role emphasizes structured days, coaching while you ramp, consistent follow-up, and a strong emphasis on accuracy and client care.

You will be trained before performance expectations are set, with ongoing feedback to sharpen your skills. Work from home with no office requirement, maintain a reliable video presence, demonstrate fast learning

Skills

Communication

Time management

Problem solving

Adaptability

Customer service

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide prospects through the early stages of the client journey. This role emphasizes structured days, coaching while you ramp, consistent follow-up, and a strong emphasis on accuracy and client care.

You will be trained before performance expectations are set, with ongoing feedback to sharpen your skills. Work from home with no office requirement, maintain a reliable video presence, demonstrate fast learning