Remote Client Services Associate - Warm Leads & Coaching

Lever, Inc.; Warner Robins (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and provide coaching during ramp-up. The role emphasizes structured days, high-quality conversations, and a focus on families protecting income and future.

No office is required, and the position offers remote work from home with clear coaching as you begin. You will be trained before performing, ensuring you understand the process and expectations from day one.

Qualifications

• On-time follow-up is essential to keep deals moving.
• Maintain a professional video presence for virtual conversations.
• Demonstrate quick mastery of tools used in client interactions.

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 specialist to engage warm leads and provide coaching during ramp-up. The role emphasizes structured days, high-quality conversations, and a focus on families protecting income and future.

No office is required, and the position offers remote work from home with clear coaching as you begin. You will be trained before performing, ensuring you understand the process and expectations from day one.