Remote Benefits Advisor — Warm Leads, Coaching, Growth Path

Lever, Inc.; Georgetown (KY); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote role

Coaching during ramp

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and build trust with prospects. The role focuses on structured days, coaching while you ramp, and high-quality follow-up with clients.

No office is required, and you will work from home with a national scope. Training is provided to ensure you are prepared before performing. High performers have opportunities for leadership paths.

Qualifications

• Demonstrated ability to handle warm leads with timely follow-up.
• Ability to learn and adapt to new tools quickly.
• Strong communication skills with clients.
• Respectful, professional client interactions.

Responsibilities

• Engage with warm leads via remote conversations.
• Provide coaching and guidance during ramp-up period.
• Maintain structured daily activities and diligent follow-up.
• Represent the client’s interests with a professional demeanor.

Skills

Warm-lead conversations

Fast learning on tools

Communication

Client respect

Tools

CRM tools

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and build trust with prospects. The role focuses on structured days, coaching while you ramp, and high-quality follow-up with clients.

No office is required, and you will work from home with a national scope. Training is provided to ensure you are prepared before performing. High performers have opportunities for leadership paths.