Remote Benefits Advisor — Warm Leads & Coaching

Lever, Inc.; Pasco (WA); On-site; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote finance professional to engage warm leads with a structured daily routine. You will be coached while ramping up and expected to follow up promptly with clients, maintaining a high standard of professionalism and communication.

The role emphasizes client respect, rapid learning on tools, and strong video presence, with leadership opportunities for high performers in a remote, home-based setup.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching during ramp-up and strong communication with clients.

Skills

On-time follow-up

Video presence

Learning agility

Client respect

Job description

Lever, Inc. is seeking a remote finance professional to engage warm leads with a structured daily routine. You will be coached while ramping up and expected to follow up promptly with clients, maintaining a high standard of professionalism and communication.

The role emphasizes client respect, rapid learning on tools, and strong video presence, with leadership opportunities for high performers in a remote, home-based setup.