Remote Benefits Advisor: Warm Leads, Coaching & Growth

Lever, Inc.; Lee's Summit (MO); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp

Leadership track

Job summary

Lever, Inc. is offering a remote financial-services role allowing you to work from anywhere with no office requirement. The position emphasizes structured days, warm-lead conversations, and coaching while you ramp.

You will be trained before you are expected to perform and will operate with a warm pipeline to serve clients. We hire for strong follow-up, a professional video presence, quick tool mastery, and respectful client interactions, with a clear path toward leadership for high performers.

Qualifications

• On-time follow-up is essential for client conversations and pipeline progression.
• Maintain a clean, professional video presence for all calls and demos.
• Demonstrate rapid mastery of tools and systems used in daily account management.
• Treat clients with respect and professionalism in every interaction.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is offering a remote financial-services role allowing you to work from anywhere with no office requirement. The position emphasizes structured days, warm-lead conversations, and coaching while you ramp.

You will be trained before you are expected to perform and will operate with a warm pipeline to serve clients. We hire for strong follow-up, a professional video presence, quick tool mastery, and respectful client interactions, with a clear path toward leadership for high performers.