Remote Policyholder Advocate — Warm Leads & Coaching

Lever, Inc.; Pawtucket (RI); Remote; USD 70,000 - 110,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join a structured, coaching-driven ramp. Expect structured days, warm-lead conversations, and guided training before you perform; you will engage with prospects who have already shown interest.

Stop hunting strangers—start talking to people who raised a hand. This home-based role emphasizes rapid ramp, training before performance, and a client-first approach in every interaction.

Qualifications

• Hires require prompt follow-up and professional video presence.
• Ability to learn tools quickly and adapt to remote communication.
• Demonstrates respectful, client-centric approach in interactions.

Responsibilities

• Engage with warm leads in a remote financial-services setting.
• Maintain timely follow-ups and accurate records.
• Demonstrate coaching and ramping support to new teammates.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to join a structured, coaching-driven ramp. Expect structured days, warm-lead conversations, and guided training before you perform; you will engage with prospects who have already shown interest.

Stop hunting strangers—start talking to people who raised a hand. This home-based role emphasizes rapid ramp, training before performance, and a client-first approach in every interaction.