Remote Client Services Associate - Warm Leads, Growth Path

Lever, Inc.; Fremont (NE); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in structured daily activities with warm-lead conversations. The role emphasizes coaching during ramp-up, ensuring you are fully prepared before performing independently, and a focus on protecting the client’s income and future.

As a remote position with no office requirement, you will follow a proven process and work with a pipeline of warm leads. High performers have opportunities to advance along a leadership track.

Qualifications

• Role is remote with no office required.
• Structured days and coaching during ramp-up.
• Warm-lead conversations and client-focused approach.

Responsibilities

• Conduct warm-lead conversations to understand client needs.
• RAMP with comprehensive coaching until performance targets are met.
• Maintain a professional video presence during remote 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 professional to engage in structured daily activities with warm-lead conversations. The role emphasizes coaching during ramp-up, ensuring you are fully prepared before performing independently, and a focus on protecting the client’s income and future.

As a remote position with no office requirement, you will follow a proven process and work with a pipeline of warm leads. High performers have opportunities to advance along a leadership track.