Remote Benefits Advisor: Warm Leads & Growth Path

Lever, Inc.; Grants Pass (OR); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional. The role features structured days, warm-lead conversations, and coaching while you ramp. You will operate from home with no office required and focus on guiding clients through early-stage engagement.

High performers can access a leadership track, and you will be evaluated on on-time follow-ups, clean video presence, and fast learning on tools while showing respect for every client.

Qualifications

• Need ability to work with warm leads and maintain timely follow-ups.
• Demonstrate clear video presence for client interactions.
• Show quick adaptability to new tools and processes.
• Respect and professional demeanor when engaging clients.

Responsibilities

• Follow up with warm leads in a timely manner.
• Coach customers during ramp period.
• Engage in structured daily routines while remote.
• Maintain professionalism and respect in client interactions.

Skills

Warm leads

Remote communication

Video presence

Fast learner

Job description

Lever, Inc. is seeking a remote financial-services professional. The role features structured days, warm-lead conversations, and coaching while you ramp. You will operate from home with no office required and focus on guiding clients through early-stage engagement.

High performers can access a leadership track, and you will be evaluated on on-time follow-ups, clean video presence, and fast learning on tools while showing respect for every client.