Remote Client Services Lead — Coaching & Warm Leads

Lever, Inc.; North Little Rock (AR); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a candidate for a remote financial-services role with structured days and warm-lead conversations. You will receive coaching while you ramp and contribute to client outreach without a fixed office base.

The position emphasizes training before performing and a focus on helping families protect income and financial futures through proactive engagement with clients.

Qualifications

• On-time follow-up with prospects or clients.
• Maintain a clean, professional video presence during calls.
• Learn new tools quickly to perform tasks efficiently.
• Show respect for clients in all interactions.

Responsibilities

• Engage in warm-lead conversations with clients remotely.
• Follow a structured daily routine and coaching during ramp.
• Complete training before being expected to perform independently.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a candidate for a remote financial-services role with structured days and warm-lead conversations. You will receive coaching while you ramp and contribute to client outreach without a fixed office base.

The position emphasizes training before performing and a focus on helping families protect income and financial futures through proactive engagement with clients.