Remote Client Relations Specialist — Warm Leads & Growth Path

Lever, Inc.; Dover (DE); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach new reps during ramp-up. The role emphasizes structured days, attentive follow-ups, and a client-first approach.

You will work with guidance before taking ownership, focusing on high-quality conversations, fast tool-learning, and respectful communication to protect client income and future planning.

Qualifications

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

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach new reps during ramp-up. The role emphasizes structured days, attentive follow-ups, and a client-first approach.

You will work with guidance before taking ownership, focusing on high-quality conversations, fast tool-learning, and respectful communication to protect client income and future planning.