Remote Financial Services: Warm-Lead Engagement Specialist

Lever, Inc.; Lansing (MI); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in the United States to engage with warm leads and structure daily activities. You will receive coaching while ramping and maintain a high standard of client communication from home, without a fixed office base.

This role emphasizes on-time follow-up, clean video presence, and quick learning of tools to support client success across structured days and warm-lead conversations.

Qualifications

• Experience handling warm leads and maintaining client relationships.
• Strong communication and presentation via video.
• Ability to learn tools quickly.

Skills

Warm leads

Fast learner

Follow-up discipline

Client respect

Tools

CRM software

Video conferencing

Job description

Lever, Inc. is seeking a remote financial-services professional in the United States to engage with warm leads and structure daily activities. You will receive coaching while ramping and maintain a high standard of client communication from home, without a fixed office base.

This role emphasizes on-time follow-up, clean video presence, and quick learning of tools to support client success across structured days and warm-lead conversations.