Work From Home - Part-Time Client Services Representative

Lever, Inc.; Tulsa (OK); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring a remote financial-services professional to work with warm leads and guide conversations as you ramp. This is a fully remote role with no office required.

You will follow up promptly, maintain a professional video presence, and learn new tools quickly while delivering client-centered service. Training is provided before you are expected to perform, and top performers have a leadership track.

Qualifications

• On-time follow-up with prospects and customers.
• Maintains a clean, professional video presence during interactions.
• Able to learn new tools quickly and apply them on the job.
• Demonstrates respect and courtesy in all client communications.

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