At-Home Benefits Planning Specialist

Lever, Inc.; Janesville (WI); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional to engage warm leads and coach new teammates during ramp. The role emphasizes structured days, meaningful conversations, and a fast learning curve.

We offer training before performance, a no-office requirement, and a path for high performers into leadership tracks. Work is entirely remote with a focus on client outcomes and consistent follow-up.

Qualifications

• Remote financial-services role with warm-lead conversations.
• Structured days and coaching during ramp-up.
• High performers have a leadership track.

Responsibilities

• Engage warm leads in remote conversations to understand needs.
• Follow up promptly and maintain accurate activity records.
• Learn tools quickly and apply guidance from coaching sessions.

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