Remote Financial Coach — Warm-Lead Conversations

Lever, Inc.; Blacksburg (VA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote-financial services professional to engage with warm leads and guide clients through the initial ramp period. The role emphasizes structured days, coaching support, and high-quality follow-up in a remote setting.

The ideal candidate can quickly learn tools, maintain a professional video presence, and uphold a client-first approach while handling busy pipelines remotely.

Qualifications

• Remote financial-services role requiring strong communication.
• Ability to engage and coach while ramping.
• Focus on warm leads and rapid learning.

Responsibilities

• Engage with warm leads and manage follow-ups.
• Maintain a professional video presence in client interactions.
• Learn tools quickly to support client conversations.

Skills

Warm leads conversations

Remote work

Job description

Lever, Inc. is seeking a remote-financial services professional to engage with warm leads and guide clients through the initial ramp period. The role emphasizes structured days, coaching support, and high-quality follow-up in a remote setting.

The ideal candidate can quickly learn tools, maintain a professional video presence, and uphold a client-first approach while handling busy pipelines remotely.