Remote Benefits Concierge Specialist

Lever, Inc.; Saint Paul (MN); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Remote role

Coaching during ramp

Leadership track

Warm leads

Job summary

Lever, Inc. is seeking a remote-friendly financial-services specialist to engage warm leads and coach them through the buying journey.

You'll follow structured days, receive coaching while you ramp, and have a clear path to leadership for top performers, all with a focus on protecting clients' income and future. Work from home with no office to report to, prioritizing quick follow-ups, client respect, and rapid tool adoption.

Qualifications

• Follow up with leads promptly and professionally.
• Maintain a strong, clear video presence during interactions.
• Demonstrate quick learning of tools and processes.
• Show respect and empathy in client conversations.

Responsibilities

• Engage with warm leads and guide them through conversations.
• Follow up promptly to move leads down the funnel.
• Adopt tools quickly and accurately.
• Maintain professional communication and client respect.

Skills

Follow-up

Video presence

Learning quickly

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client