Remote Benefits Advisor — Warm Leads & Growth Path

Lever, Inc.; Richmond (KY); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services specialist to convert warm-lead conversations into opportunities. You’ll follow structured days, receive coaching during ramp, and work with a pipeline of warm leads from the start. This role emphasizes client respect and rapid learning in a fast-moving environment.

Remote work is the base; no office is required, and training precedes performance expectations as you build a track record in customer outcomes.

Qualifications

• Experience engaging with warm leads and maintaining professional communication.
• Ability to adapt to coaching and ramp-up programs for new roles.
• Strong client-facing communication and relationship-building skills.

Responsibilities

• Engage with warm leads via structured conversations.
• Follow coaching guidance during ramp-up and training.
• Maintain respectful and informative interactions with clients.

Skills

Warm leads handling

Remote work discipline

Coaching & ramp readiness

Client-facing communication

Job description

Lever, Inc. seeks a remote financial-services specialist to convert warm-lead conversations into opportunities. You’ll follow structured days, receive coaching during ramp, and work with a pipeline of warm leads from the start. This role emphasizes client respect and rapid learning in a fast-moving environment.

Remote work is the base; no office is required, and training precedes performance expectations as you build a track record in customer outcomes.