Benefits Concierge - Work From Home

Lever, Inc.; Raleigh (NC); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and follow up with prospects in a structured, coach-guided ramp. The position emphasizes timely communication, professional video presence, and respectful client interactions.

In this remote role, you will be trained before performance expectations, with a clear pipeline of warm leads and opportunities for advancement along a leadership track for high performers. Home-based work with no fixed office is supported.

Qualifications

• Experience in customer-facing roles in financial services.
• Ability to learn tools quickly.
• Strong communication and professional presence.
• Comfort with remote, structured sales processes.

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