Remote Benefits Guidance Specialist

Lever, Inc.; Myrtle Beach (SC); Remote; USD 42,000 - 58,000; 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. in a remote setup seeks motivated individuals to engage inquiries, map client needs, guide enrollment flows, and maintain a serviced client list. The role emphasizes coaching and ongoing mentorship within a performance-focused environment, offering flexibility and long-term career potential.

Provided are pre-qualified leads, onboarding support, remote tools, ongoing mentorship, and flexible hours to support steady development and client service excellence.

Qualifications

• Self-starters who like helping families.
• Able to 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

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.