Remote Benefits Concierge - Warm Leads, Coaching & Growth

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

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.