Remote Benefits Advisor — Warm Leads, Training, Growth Path

Lever, Inc.; Jersey City (NJ); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. offers a remote financial-services role with structured days and warm-lead conversations. You will engage with interested clients and help guide them through the process from initial contact to a successful close.

Ramping up is supported by coaching, with a clear path to leadership for top performers. This role emphasizes responsiveness, professionalism, and client-focused communication.

Qualifications

• Follow-up with leads in a timely manner.
• Maintain professional video presence in client calls.
• Demonstrate quick learning and adapt to new tools.
• Treat clients with respect.

Responsibilities

• Engage in warm-lead conversations in a remote financial-services setting.
• Provide coaching while ramping up and maintaining structured daily activity.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. offers a remote financial-services role with structured days and warm-lead conversations. You will engage with interested clients and help guide them through the process from initial contact to a successful close.

Ramping up is supported by coaching, with a clear path to leadership for top performers. This role emphasizes responsiveness, professionalism, and client-focused communication.