Remote Lead Coach — Financial Services

Lever, Inc.; Fort Worth (TX); Remote; USD 48,000 - 72,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach prospects as they ramp.

The role emphasizes structured days, no office required, and training before performance. You will join a team that rewards high performers with a leadership track.

Your daily workflow centers on timely follow-up, maintaining a professional presence on video, and rapidly learning the tools needed to support clients while upholding the highest standards of client care.

Qualifications

• Must follow up promptly with leads.
• Maintain a clean, professional video presence during interactions.
• Demonstrate quick learning of sales tools and software.
• Show respect and professionalism in client communications.

Skills

Prompt follow-up

Video presence

Fast tool learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach prospects as they ramp.

The role emphasizes structured days, no office required, and training before performance. You will join a team that rewards high performers with a leadership track.

Your daily workflow centers on timely follow-up, maintaining a professional presence on video, and rapidly learning the tools needed to support clients while upholding the highest standards of client care.