Remote Warm-Lead Follow-Up Specialist

Lever, Inc.; Pittsburgh (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to handle structured days, engage in warm-lead conversations, and coach as you ramp. The role emphasizes timely follow-up, clear video presence, and rapid learning of tools to serve clients effectively.

There is no office required, and high performers have a leadership track to advance within the company while advancing families protecting income and future through responsible client service.

Qualifications

• Must demonstrate on-time follow-up and professional video presence.
• Ability to learn new tools quickly and adapt to remote workflows.
• Demonstrates respect for clients and high ethical standards.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services professional to handle structured days, engage in warm-lead conversations, and coach as you ramp. The role emphasizes timely follow-up, clear video presence, and rapid learning of tools to serve clients effectively.

There is no office required, and high performers have a leadership track to advance within the company while advancing families protecting income and future through responsible client service.