Remote Benefits Concierge Specialist

Lever, Inc.; Kapolei (HI); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is offering a remote financial-services seat designed around warm leads and a structured training system. The role rewards competitiveness and coachability, with long-term career potential for self-starters who perform well.

You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list. Flexible hours and ongoing mentorship are provided.

Qualifications

• Willing to be coached and open to feedback
• Remote work environment expected
• Self-starters who like helping families and can handle a performance environment

Responsibilities

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

Skills

Competitive

Coachable

Self-starter

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.