Remote Benefits Advisor – Warm Leads & Growth Path

Lever, Inc.; Santa Fe (NM); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and follow up with prospects across the United States. The role emphasizes structured days, coaching during ramp, and a focus on helping families protect income and future.

You will work without a fixed office, receive training before performance, and have opportunities for leadership if you perform at a high level. Ideal candidates communicate clearly, maintain a professional video presence, and learn new tools

Qualifications

• Experience with warm leads and prospect outreach.
• Comfort with remote, structured daily schedules.
• Training provided before performance expectations.

Skills

Warm-lead conversations

Remote communication

Fast learning on tools

Client respect

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and follow up with prospects across the United States. The role emphasizes structured days, coaching during ramp, and a focus on helping families protect income and future.

You will work without a fixed office, receive training before performance, and have opportunities for leadership if you perform at a high level. Ideal candidates communicate clearly, maintain a professional video presence, and learn new tools