Remote Benefits Advisor - Warm Leads & Growth Path

Lever, Inc.; Lincoln (NE); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services role focused on warm-lead conversations and coaching prospects through ramp-up. The position emphasizes structured days, fast tool adoption, and high-quality client interactions from a home-based setting.

Candidates should excel at timely follow-up, present well on video, and respect client needs while maintaining a strong learning curve to advance with the company.

Qualifications

• Experience handling warm leads or inbound interest in financial services.
• Ability to communicate clearly in virtual settings.
• Comfort learning and using new sales tools quickly.

Responsibilities

• Engage with warm leads and coach them through the ramp period.
• Maintain structured daily routines and timely follow-ups with prospects.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services role focused on warm-lead conversations and coaching prospects through ramp-up. The position emphasizes structured days, fast tool adoption, and high-quality client interactions from a home-based setting.

Candidates should excel at timely follow-up, present well on video, and respect client needs while maintaining a strong learning curve to advance with the company.