Remote Lead Coach — Warm-Lead Financial Services

Lever, Inc.; Waukegan (IL); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and support clients from a home-based setting. The role emphasizes structured days, meaningful conversations with prospects who have already raised a hand, and coaching during ramp-up.

Applicants will work remotely with a focus on high-quality follow-up and client respect, while leveraging warm pipelines and ongoing training to perform at a high level.

Responsibilities

• Conduct warm-lead conversations with prospective clients.
• Engage prospects remotely and manage the sales/engagement process.
• Receive ramp-up coaching and training to perform effectively.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and support clients from a home-based setting. The role emphasizes structured days, meaningful conversations with prospects who have already raised a hand, and coaching during ramp-up.

Applicants will work remotely with a focus on high-quality follow-up and client respect, while leveraging warm pipelines and ongoing training to perform at a high level.