Remote Policyholder Support Pro - Warm Leads, Growth Path

Lever, Inc.; Searcy (AR); Remote; USD 42,000 - 70,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role focused on warm-lead conversations. The position emphasizes structured days, coaching during ramp, and a pipeline built from warm leads, with a focus on protecting clients’ incomes and futures.

The role highlights home base with no office requirement, training before performance expectations, and a path for high performers into leadership.

Qualifications

• On-time follow-up with prospects and clients.
• Professional video presence for virtual meetings.
• Ability to quickly learn and apply new tools and platforms.
• Respectful and client-focused communication at all times.

Responsibilities

• Engage warm leads and manage conversations across structured days.
• Coach and support ramping teammates as needed.
• Maintain a high level of client respect and service quality.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

Remote collaboration tools

Job description

Lever, Inc. is hiring for a remote financial-services role focused on warm-lead conversations. The position emphasizes structured days, coaching during ramp, and a pipeline built from warm leads, with a focus on protecting clients’ incomes and futures.

The role highlights home base with no office requirement, training before performance expectations, and a path for high performers into leadership.