Virtual Client Services Associate

Lever, Inc.; Fremont (NE); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in structured daily activities with warm-lead conversations. The role emphasizes coaching during ramp-up, ensuring you are fully prepared before performing independently, and a focus on protecting the client’s income and future.

As a remote position with no office requirement, you will follow a proven process and work with a pipeline of warm leads. High performers have opportunities to advance along a leadership track.

Qualifications

• Role is remote with no office required.
• Structured days and coaching during ramp-up.
• Warm-lead conversations and client-focused approach.

Responsibilities

• Conduct warm-lead conversations to understand client needs.
• RAMP with comprehensive coaching until performance targets are met.
• Maintain a professional video presence during remote interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the 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