Remote Financial Services Specialist: Warm Leads & Growth

Lever, Inc.; Thornton (CO); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join our team. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp, with no office required and a home-based setup.

You will be evaluated on timely follow-up, professional video presence, and the ability to learn new tools quickly while maintaining respectful, client-centric service. Training is provided before performance expectations are set, and top performers may have leadership

Qualifications

• Must demonstrate timely follow-up with prospects
• Maintain a clean, professional video presence during calls
• Show ability to learn new tools and processes quickly
• Respect for clients and clear, professional communication

Responsibilities

• Engage with warm leads and guide conversations in a remote setup
• Provide coaching and support while ramping to full productivity
• Maintain structured daily routines and pipeline hygiene
• Collaborate with teammates to ensure client success

Skills

Punctual follow-up

Professional video presence

Rapid learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to join our team. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp, with no office required and a home-based setup.

You will be evaluated on timely follow-up, professional video presence, and the ability to learn new tools quickly while maintaining respectful, client-centric service. Training is provided before performance expectations are set, and top performers may have leadership