Remote Client Services Specialist

Lever, Inc.; Bridgeport (WV); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage in warm-lead conversations with prospective clients who have already expressed interest. The role emphasizes structured days, coaching while ramping, and a focus on timely follow-ups.

You'll work remotely with no office requirement and receive training before performing. High performers can access a leadership track as you grow within the company.

Responsibilities

• Engage in structured, warm-lead conversations with prospective clients.

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