Remote Benefits Concierge Specialist

Lever, Inc.; Eagle Mountain (UT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a highly motivated sales professional for a remote financial-services seat built around warm leads and a structured training system. Daily work includes speaking with prospective clients, mapping needs, guiding enrollment, and building a client list.

We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship to support your growth. If you are coachable and enjoy helping families, this can become a long-term career with mentorship and

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.