Remote Policyholder Support Specialist – Warm Leads

Lever, Inc.; Springfield (OR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist who thrives on warm leads and structured days. You will engage prospects who have raised a hand, coach while you ramp, and move conversations toward meaningful outcomes.

The role emphasizes training before performance, a no-office-necessary setup, and a clear path for high performers into leadership tracks. Strong communication and reliability are valued.

Qualifications

• Need for reliable follow-up with prospects
• Comfort with video presence and professional communication
• Ability to learn new tools quickly and apply them
• Customer-focused interaction with clients

Skills

On-time follow-up

Video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services specialist who thrives on warm leads and structured days. You will engage prospects who have raised a hand, coach while you ramp, and move conversations toward meaningful outcomes.

The role emphasizes training before performance, a no-office-necessary setup, and a clear path for high performers into leadership tracks. Strong communication and reliability are valued.