Remote Benefits Intake Associate

AO Garcia Agency; Asheville (NC); Remote; USD 50,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services role based in the United States. The position emphasizes structured days, warm-lead conversations, and coaching during ramp-up.

You will work with warm leads and engage clients to drive outcomes without a fixed office, based from Asheville area or anywhere in the US. Ideal candidates demonstrate quick learning of tools, strong follow-through on commitments, and a respectful, client-focused approach.

Qualifications

• On-time follow-up with prospects.
• Maintain clean video presence during calls.
• Learn new tools quickly.
• Show respect for clients.

Responsibilities

• Engage with warm leads through structured daily routines.
• Provide coaching while you ramp.
• Maintain timely follow-up with clients.

Skills

On-time follow-up

Video presence

Fast learning

Respect for client

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