Remote Financial Guidance Coach (Warm Leads)

Lever, Inc.; Chattanooga (TN); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, nurture relationships, and guide prospects through a simple ramp.

You will work from home with structured days, chat and call-based outreach, and coaching while you ramp, ensuring every client interaction projects trust.

This role emphasizes fast learning, clear communication, and disciplined follow-up, with a leadership track for high performers and no office required.

Qualifications

• Ability to follow up promptly with warm leads.
• Maintain professional online presence in video calls.
• Will learn tools quickly and adapt to new tech.
• Respect for clients and confidentiality.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, nurture relationships, and guide prospects through a simple ramp.

You will work from home with structured days, chat and call-based outreach, and coaching while you ramp, ensuring every client interaction projects trust.

This role emphasizes fast learning, clear communication, and disciplined follow-up, with a leadership track for high performers and no office required.