Remote Financial Services Member Support Pro

Lever, Inc.; Columbia (SC); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm-lead conversations and coach clients as you ramp up. This role emphasizes structured days, proactive follow-up, and clear communication to protect client outcomes.

The position offers a remote-first setup with no office requirement, and a fast track for high performers. Training is provided before performance expectations are set, supported by a collaborative team.

Qualifications

• Remote financial-services role requiring disciplined daily structure.
• Work with warm leads and coaching during ramp-up.

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-lead conversations and coach clients as you ramp up. This role emphasizes structured days, proactive follow-up, and clear communication to protect client outcomes.

The position offers a remote-first setup with no office requirement, and a fast track for high performers. Training is provided before performance expectations are set, supported by a collaborative team.