Remote Family Financial Coach — Warm Leads, Structured Days

Lever, Inc.; Bethlehem (Northampton County); Remote; USD 60,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days and coaching as you ramp. The role focuses on timely follow-up and strong client interactions, set within a fully remote framework.

The ideal candidate demonstrates a clean video presence, rapid learning of new tools, and a respectful, professional approach to clients, with a potential leadership track for top performers.

Qualifications

• Prompt, reliable follow-up with clients or leads.
• Professional video presence for remote communications.
• Ability to learn new tools quickly and apply coaching feedback.

Responsibilities

• Maintain timely follow-up with warm leads.
• Present professionally in video calls and meetings.
• Learn and adapt to tools quickly with coaching during ramp.
• Respect clients and uphold company standards in communications.

Skills

On-time follow-up

Clean video presence

Fast learning

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days and coaching as you ramp. The role focuses on timely follow-up and strong client interactions, set within a fully remote framework.

The ideal candidate demonstrates a clean video presence, rapid learning of new tools, and a respectful, professional approach to clients, with a potential leadership track for top performers.