Remote Client Services Representative | Flexible Schedule

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

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client