Remote Benefits Advisor

Lever, Inc.; Missoula (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who thrives on warm leads and structured days. You will talk to people who have already raised a hand and guide them through the buying journey with clarity and respect.

You'll ramp quickly, receive coaching before you perform, and have opportunities for leadership if you excel as a high performer. No office required, and you join a team that values prompt follow-up and client-centric communication.

Qualifications

• On-time follow-up with warm leads.
• Clean and professional video presence in calls.
• Fast learning on tools and processes.
• Respectful and client-focused communication.

Responsibilities

• Engage with warm leads via remote conversations.
• Coach and guide buyers through the buying journey.
• Maintain structured daily workflow.
• Collaborate with teammates to ensure client success.

Skills

Warm leads

Timely follow-up

Video presence

Fast learner

Client respect

Tools

CRM tools

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