Remote Benefits Advisor Trainee - Coaching & Warm Leads
AO Garcia Agency
Turn this role into an interview — a resume and cover letter built around what this employer wants.
Job summary
Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients during ramp. The role emphasizes structured days and consistent follow-up while you ramp toward independent performance.
There is a leadership track for high performers and a strong emphasis on client outcomes. The position is remote with no office required, supporting a home-based workflow from Goose Creek, SC and beyond.
Responsibilities
- On-time follow-up
- Clean video presence
- Fast learning on tools
- Respect for the client
Job description
Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients during ramp. The role emphasizes structured days and consistent follow-up while you ramp toward independent performance.
There is a leadership track for high performers and a strong emphasis on client outcomes. The position is remote with no office required, supporting a home-based workflow from Goose Creek, SC and beyond.
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