Remote Client Relations Manager - Warm Leads, Coaching

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

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.