Remote Financial Services Associate: Warm Leads & Coaching

Lever, Inc.; Missouri; Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote finance-oriented professional to engage with warm leads and coach clients as they ramp. The role emphasizes structured days, timely follow-up, and a client-focused approach from a home base with no office required.

Ideal candidates will thrive in a remote environment, demonstrate fast learning with tools, and maintain a professional video presence to represent clients well.

Qualifications

• Experience communicating with potential clients or leads.
• Ability to follow up promptly and persistently.
• Comfort with video calls and remote communication.

Responsibilities

• Engage with warm leads and coach during ramp.
• Maintain structured daily workflow.
• Perform remote financial-services tasks with strong client focus.

Skills

Warm-lead conversations

Fast learning on tools

Clean video presence

Respect for the client

Remote communication

Job description

Lever, Inc. is seeking a remote finance-oriented professional to engage with warm leads and coach clients as they ramp. The role emphasizes structured days, timely follow-up, and a client-focused approach from a home base with no office required.

Ideal candidates will thrive in a remote environment, demonstrate fast learning with tools, and maintain a professional video presence to represent clients well.