Remote Benefits Advisor - Warm Leads, Impactful Coaching

Lever, Inc.; Missoula (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who thrives on warm leads and structured days. You will talk to people who have already raised a hand and guide them through the buying journey with clarity and respect.

You'll ramp quickly, receive coaching before you perform, and have opportunities for leadership if you excel as a high performer. No office required, and you join a team that values prompt follow-up and client-centric communication.

Qualifications

• On-time follow-up with warm leads.
• Clean and professional video presence in calls.
• Fast learning on tools and processes.
• Respectful and client-focused communication.

Responsibilities

• Engage with warm leads via remote conversations.
• Coach and guide buyers through the buying journey.
• Maintain structured daily workflow.
• Collaborate with teammates to ensure client success.

Skills

Warm leads

Timely follow-up

Video presence

Fast learner

Client respect

Tools

CRM tools

Job description

Lever, Inc. is seeking a remote financial-services professional who thrives on warm leads and structured days. You will talk to people who have already raised a hand and guide them through the buying journey with clarity and respect.

You'll ramp quickly, receive coaching before you perform, and have opportunities for leadership if you excel as a high performer. No office required, and you join a team that values prompt follow-up and client-centric communication.