Remote Benefits Advisor - Warm Leads, Coaching & Growth

Lever, Inc.; Spring Hill (TN); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote-friendly financial-services professional to engage warm leads and guide them toward tailored solutions.

You’ll operate with structured days, receive coaching while you ramp, and benefit from a no-office-required setup that respects real-world rhythms. This role rewards fast learners who communicate with punctual follow-up, maintain a clean video presence, and show genuine respect for clients while building trust and guiding conversations

Qualifications

• Prompt follow-up with leads.
• Strong video presence for remote conversations.
• Quickly learns new tools and processes.
• Respectful and client-focused communication.

Responsibilities

• Engage warm leads in remote financial-services conversations.
• Guide prospects toward suitable solutions and next steps.
• Maintain structured daily routines and disciplined outreach.
• Participate in coaching and ramp-up programs.

Skills

Follow-up

Video presence

Fast learner

Client respect

Job description

Lever, Inc. in the United States is seeking a remote-friendly financial-services professional to engage warm leads and guide them toward tailored solutions.

You’ll operate with structured days, receive coaching while you ramp, and benefit from a no-office-required setup that respects real-world rhythms. This role rewards fast learners who communicate with punctual follow-up, maintain a clean video presence, and show genuine respect for clients while building trust and guiding conversations