Remote Financial Services Education Specialist - Warm Leads

Lever, Inc.; College Park (MD); 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 them through a structured daily routine. The role emphasizes coaching during ramp-up and a clear path to leadership for high performers.

You will start with thorough training before performing, focusing on timely follow-up, strong client interaction, and professional conduct in every engagement.

Qualifications

• Fast learner with the ability to pick up new tools quickly.
• Maintain a clean, professional video presence in virtual interactions.
• Consistently follow up with leads on time to move deals forward.
• Demonstrate respect and professionalism in all client interactions.

Responsibilities

• Engage in remote, warm-lead conversations with financial-services prospects.
• Structure daily activity around a planned routine and coaching cadence.
• Participate in onboarding and ramp activities to reach full performance.

Skills

Fast learner

Clean video presence

On-time follow-up

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide them through a structured daily routine. The role emphasizes coaching during ramp-up and a clear path to leadership for high performers.

You will start with thorough training before performing, focusing on timely follow-up, strong client interaction, and professional conduct in every engagement.