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Lever, Inc.

Remote Financial Services: Warm-Lead Engagement Specialist

lansing, MI

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Job description

Lever, Inc. is seeking a remote financial-services professional in the United States to engage with warm leads and structure daily activities. You will receive coaching while ramping and maintain a high standard of client communication from home, without a fixed office base.

This role emphasizes on-time follow-up, clean video presence, and quick learning of tools to support client success across structured days and warm-lead conversations.

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