Remote Financial Services Growth Specialist (Warm Leads)

Lever, Inc.; Orlando (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days, coaching while you ramp, and a strong focus on client outcomes. This role accommodates a home-based setup with no office required.

Candidates should demonstrate quick learning, clear communication, and respect for clients, thriving in a remote environment while delivering results for families and businesses.

Qualifications

• On-time follow-up.
• Clean video presence.
• Fast learning on tools.
• Respect for the client.

Responsibilities

• Remote role with structured days.
• Conduct warm-lead conversations with clients.
• Coach clients while ramping to ensure understanding and success.

Skills

Warm leads

On-time follow-up

Video presence

Fast learning

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days, coaching while you ramp, and a strong focus on client outcomes. This role accommodates a home-based setup with no office required.

Candidates should demonstrate quick learning, clear communication, and respect for clients, thriving in a remote environment while delivering results for families and businesses.