Remote Benefits Advisor - Warm Leads, Training & Growth

Lever, Inc.; San Francisco (CA); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking a remote-friendly finance services specialist who thrives on warm leads and structured days. You will engage prospects who have already shown interest, guiding conversations with confidence and care.

No office required. During ramp-up, you will receive coaching and a clear training path, ensuring you can convert conversations into meaningful outcomes while maintaining high follow-up standards and client respect.

Qualifications

• Experience handling warm leads.
• Ability to work remotely.
• Structured daily routine and discipline.

Responsibilities

• Engage with warm leads and manage follow-up.
• Provide coaching and ramp support to new teammates.
• Maintain respectful and professional client interactions.

Skills

On-time follow-up

Video presence

Fast tool learning

Client respect

Job description

Lever, Inc. is seeking a remote-friendly finance services specialist who thrives on warm leads and structured days. You will engage prospects who have already shown interest, guiding conversations with confidence and care.

No office required. During ramp-up, you will receive coaching and a clear training path, ensuring you can convert conversations into meaningful outcomes while maintaining high follow-up standards and client respect.