Remote Family Services Advisor — Warm Leads & Coaching

Lever, Inc.; San Antonio (TX); Remote; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role offers structured days, engaging with warm leads, and coaching while you ramp up to full performance.

A focus on timely follow-up, a clean video presence, and rapid tool learning is expected, with a path toward leadership for high performers. The position emphasizes working from home with no office requirement, enabling you to build relationships with clients remotely and contribute to protecting

Qualifikationen

• Must be able to follow up promptly and professionally.
• Must present well on video calls to clients.
• Ability to learn tools quickly and operate independently.
• Demonstrated respect and professionalism toward clients.

Kenntnisse

Follow-up discipline

Video presence

Learning agility

Client respect

Tools

CRM tools

Jobbeschreibung

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role offers structured days, engaging with warm leads, and coaching while you ramp up to full performance.

A focus on timely follow-up, a clean video presence, and rapid tool learning is expected, with a path toward leadership for high performers. The position emphasizes working from home with no office requirement, enabling you to build relationships with clients remotely and contribute to protecting