Client Benefits Coordinator - Remote

Lever, Inc.; Gary (IN); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial services role based in the United States. You will handle warm-lead conversations, follow up promptly, and receive coaching as you ramp. The position emphasizes a strong client focus and structured daily workflows.

Ideal candidates communicate clearly, learn quickly, and maintain professional video presence for client interactions. This opportunity offers the flexibility of a home-based role with a defined ramp period and growth path.

Qualifications

• Ability to communicate with warm leads in a remote setup.
• Comfort with coaching new teammates during ramp-up.
• Strong client-facing professionalism and reliability.

Responsibilities

• Engage in warm-lead conversations with prospects.
• Maintain timely follow-ups and accurately document outcomes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for 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