Benefits Concierge - Work From Home

Lever, Inc.; Lancaster (Lancaster County); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is offering a remote financial-services seat designed around warm leads and a structured training system. The role emphasizes coaching and mentorship to build a long-term career, with flexible hours and strong performance expectations.

Daily tasks include speaking with information-seeking individuals, mapping protection options, guiding through enrollment, and maintaining a client list. This position provides pre-qualified leads, onboarding, remote tools, and ongoing mentorship to

Qualifications

• Strong communication with prospects and ability to guide through information
• Ability to manage time and maintain productivity in a remote setting

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Communication

Coaching mindset

Time management

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.