Remote Financial Services – Warm-Lead Coach

Lever, Inc.; Anaheim (CA); Remote; USD 65,000 - 95,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position emphasizes talking to warm leads, structured days, and coaching during ramp-up.

There is no office requirement, and the role values efficient follow-up and a strong client-focused approach. Ideal candidates will demonstrate quick learning, a professional video presence, and a respectful, client-centered mindset to build trust with prospects and guide conversations toward outcomes during ramp and

Qualifications

• Must demonstrate reliable follow-up and professional demeanor.
• Ability to communicate clearly in video calls and virtual meetings.
• Willingness to ramp quickly and learn the tools used in the role.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position emphasizes talking to warm leads, structured days, and coaching during ramp-up.

There is no office requirement, and the role values efficient follow-up and a strong client-focused approach. Ideal candidates will demonstrate quick learning, a professional video presence, and a respectful, client-centered mindset to build trust with prospects and guide conversations toward outcomes during ramp and