Remote Benefits Concierge — Warm Leads & Growth Path

Lever, Inc.; Raleigh (NC); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and follow up with prospects in a structured, coach-guided ramp. The position emphasizes timely communication, professional video presence, and respectful client interactions.

In this remote role, you will be trained before performance expectations, with a clear pipeline of warm leads and opportunities for advancement along a leadership track for high performers. Home-based work with no fixed office is supported.

Qualifications

• Experience in customer-facing roles in financial services.
• Ability to learn tools quickly.
• Strong communication and professional presence.
• Comfort with remote, structured sales processes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and follow up with prospects in a structured, coach-guided ramp. The position emphasizes timely communication, professional video presence, and respectful client interactions.

In this remote role, you will be trained before performance expectations, with a clear pipeline of warm leads and opportunities for advancement along a leadership track for high performers. Home-based work with no fixed office is supported.