Remote Team Lead - Client Services

AO Garcia Agency; North Little Rock (AR); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a candidate for a remote financial-services role with structured days and warm-lead conversations. You will receive coaching while you ramp and contribute to client outreach without a fixed office base.

The position emphasizes training before performing and a focus on helping families protect income and financial futures through proactive engagement with clients.

Qualifications

• On-time follow-up with prospects or clients.
• Maintain a clean, professional video presence during calls.
• Learn new tools quickly to perform tasks efficiently.
• Show respect for clients in all interactions.

Responsibilities

• Engage in warm-lead conversations with clients remotely.
• Follow a structured daily routine and coaching during ramp.
• Complete training before being expected to perform independently.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client