Work From Home - Client Services Coordinator

Lever, Inc.; Saint Petersburg (FL); Remote; USD 42,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads through structured daily routines and coaching while you ramp. The role emphasizes prompt follow-up, professional video presence, and the ability to quickly learn new tools.

Successful candidates will demonstrate respectful client interactions and a strong service mindset, with leadership tracks available for top performers who excel in delivery and outcomes.

Qualifications

• Prompt and reliable follow-up with warm leads.
• Professional video presence for remote conversations.
• Ability to learn new tools quickly and apply them.
• Respectful, client-centered communication and service.

Responsibilities

• Engage in remote conversations with warm leads.
• Maintain structured daily routines and discipline in outreach.
• Provide coaching and support during ramp-up period.
• Deliver high-quality, client-focused service and follow-up.

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