Work From Home - Client Services Coordinator

Lever, Inc.; Missoula (MT); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role. You will engage in structured, warm-lead conversations and coaching while you ramp up. The position emphasizes no office requirement and a focus on meaningful client outcomes.

Expect training before performing and a path for high performers to enter a leadership track as you help families protect income and future.

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