Benefits Navigator - Work From Home

Lever, Inc.; Richmond (KY); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services specialist to convert warm-lead conversations into opportunities. You’ll follow structured days, receive coaching during ramp, and work with a pipeline of warm leads from the start. This role emphasizes client respect and rapid learning in a fast-moving environment.

Remote work is the base; no office is required, and training precedes performance expectations as you build a track record in customer outcomes.

Qualifications

• Experience engaging with warm leads and maintaining professional communication.
• Ability to adapt to coaching and ramp-up programs for new roles.
• Strong client-facing communication and relationship-building skills.

Responsibilities

• Engage with warm leads via structured conversations.
• Follow coaching guidance during ramp-up and training.
• Maintain respectful and informative interactions with clients.

Skills

Warm leads handling

Remote work discipline

Coaching & ramp readiness

Client-facing communication

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