Remote Client Retention Specialist (Warm Leads)

Lever, Inc.; Newport (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join our team. The role focuses on structured days, warm-lead conversations, and coaching as you ramp, with no office requirement.

You will engage with prospects via remote channels, maintain high-quality follow-ups, and learn our tools quickly in a supportive environment that rewards top performers with growth opportunities. This position emphasizes client focus, clear communication, and the ability to adapt to a fast-paced

Responsibilities

• Engage with prospects through remote channels using warm leads.
• Participate in structured daily routines and coaching during ramp.
• Maintain high-quality follow-ups and a strong client focus.

Job description

Lever, Inc. is seeking a remote financial-services professional to join our team. The role focuses on structured days, warm-lead conversations, and coaching as you ramp, with no office requirement.

You will engage with prospects via remote channels, maintain high-quality follow-ups, and learn our tools quickly in a supportive environment that rewards top performers with growth opportunities. This position emphasizes client focus, clear communication, and the ability to adapt to a fast-paced