Work From Home - Client Services Coordinator

Lever, Inc.; Murfreesboro (TN); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join our growth team. This role emphasizes structured days, warm-lead conversations, and coaching while you ramp, empowering you to drive meaningful client outcomes from anywhere in the U.S.

You'll thrive on timely follow-ups, clear communication, and fast learning on new tools, with opportunities for leadership as you perform.

Qualifications

• Timely follow-up with leads and clients.
• Maintain a professional video presence during calls.
• Able to quickly learn and use new tools.
• Show respect for clients in all interactions.

Responsibilities

• Conduct warm-lead conversations in a remote setting.
• Maintain structured daily activities and routines.
• Provide coaching support while ramping up.

Skills

Timely follow-up

Clean video presence

Fast tool learning

Client respect

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