Remote Family Services Coordinator

Lever, Inc.; Farmington Hills (MI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services professional to engage warm leads and coach prospects during ramp days. This role emphasizes structured days, timely follow-up, and a customer-centric approach.

You will work with no office required, receiving thorough training before you perform and a clear path for high performers to advance into leadership tracks, helping families protect income and future.

Qualifications

• Ability to follow up promptly with leads.
• Maintain a professional video presence during interactions.
• Quickly learn tools and processes used in financial services.
• Demonstrate respect and empathy in client conversations.

Responsibilities

• Engage with warm leads remotely and drive productive conversations.
• Coach prospects during ramp-up with a structured daily routine.
• Maintain timely follow-ups and update CRM with outcomes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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