Remote Client Services Trainee

Lever, Inc.; Rutland (VT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads and carry conversations with care and clarity. You’ll ramp up with structured coaching and training before performing independently, focusing on families and income protection. The role emphasizes rapid learning, prompt follow-ups, and a strong client-first approach.

There is no required office base, and top performers are considered for a leadership track as you grow your career in a remote setup.

Qualifications

• Experience in remote financial-services support.
• Ability to manage conversations with warmth and clarity.
• Strong communication skills and professional video presence.

Responsibilities

• Engage warm leads and convert interest into action.
• Provide coaching and support as you ramp to independence.

Skills

Timely follow-up

Video presence

Quick learning

Client respect

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