Remote Client Services Pro — Warm Leads, Growth Path

Lever, Inc.; Clifton (NJ); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote sales/service professional in the financial-services space. The role focuses on structured days, warm-lead conversations, and coaching during ramp-up.

Successful candidates will follow up promptly, maintain a professional video presence, and learn new tools quickly while respecting clients. Top performers have opportunities for leadership tracks as they demonstrate consistency and strong client outcomes.

Qualifications

• Prompt follow-up with warm leads
• Maintain a clean and professional video presence
• Quick to learn new tools and processes
• Respectful and professional client communication

Responsibilities

• Engage warm leads in a structured daily routine
• Provide coaching as you ramp and grow in role
• Maintain high-quality communication with clients
• Adapt quickly to tools and processes used by the team

Skills

Follow-up discipline

Video presence

Tech learning

Client etiquette

Job description

Lever, Inc. is seeking a remote sales/service professional in the financial-services space. The role focuses on structured days, warm-lead conversations, and coaching during ramp-up.

Successful candidates will follow up promptly, maintain a professional video presence, and learn new tools quickly while respecting clients. Top performers have opportunities for leadership tracks as they demonstrate consistency and strong client outcomes.