Remote Benefits Advisor — Warm Leads, Growth Path

Lever, Inc.; Wauwatosa (WI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote role

Warm leads

Coaching during ramp

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and guide conversations from first contact through ramp, delivering value to clients without a fixed office.

You'll benefit from structured days, coaching during ramp, and a clear leadership track for high performers, with an emphasis on timely follow-up, professional video presence, rapid tool learning, and utmost respect for clients.

Qualifications

• On-time follow-up with prospects.
• Maintain a clean video presence during communications.
• Learn new tools quickly to support conversations.
• Show respect for the client in all interactions.

Skills

Timely follow-up

Video presence

Fast learner with tools

Client respect

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and guide conversations from first contact through ramp, delivering value to clients without a fixed office.

You'll benefit from structured days, coaching during ramp, and a clear leadership track for high performers, with an emphasis on timely follow-up, professional video presence, rapid tool learning, and utmost respect for clients.