Remote Client Services Specialist

Lever, Inc.; Cedar Falls (IA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp. This position supports families protecting income and future, with home base and no office required.

You will start with thorough training before you are expected to perform, and your pipeline will be built from warm leads. High performers have a leadership track and opportunities for growth.

Responsibilities

• Follow up with warm leads in a remote setting.
• Maintain a professional video presence for client meetings.
• Learn and master tools quickly to support conversations.
• Treat clients with respect and focus on their needs.

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