Remote Family Services Coordinator

Lever, Inc.; Woonsocket (RI); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching during ramp-up. No office is required; you’ll work from home with a prepared pipeline of warm leads and guided onboarding to speed your ramp.

You will receive ongoing coaching and clear performance milestones during ramp, with an emphasis on timely follow-up, professional video presence, and rapid tool proficiency. High performers have opportunities for leadership tracks.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• No office required; home base from anywhere in the United States.
• Onboarding includes coaching before you are expected to perform.
• Pipeline is built from warm leads; emphasis on timely follow-up.
• High performers have a leadership track and clear performance milestones.

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