Remote Financial Services Associate: Warm Leads & Growth

Lever, Inc.; Grand Rapids (MI); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services professional to engage with warm leads in a structured day framework. You will benefit from coaching while you ramp and focus on timely follow-ups with clients, maintaining a professional, video-enabled presence throughout interactions.

Remote role with no office requirement, designed to accelerate learning and performance. High performers may access leadership tracks as you grow with the company.

Qualifications

• Ability to follow up promptly with warm leads and manage client expectations.
• Comfortable presenting oneself clearly via video and other digital channels.
• Quickly learning new tools and processes used in financial services.
• Demonstrates respectful, client-focused communication and professionalism.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. seeks a remote financial-services professional to engage with warm leads in a structured day framework. You will benefit from coaching while you ramp and focus on timely follow-ups with clients, maintaining a professional, video-enabled presence throughout interactions.

Remote role with no office requirement, designed to accelerate learning and performance. High performers may access leadership tracks as you grow with the company.