Remote Benefits Intake Associate

Lever, Inc.; Madison (WI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients through structured days. The role emphasizes early training, no office required, and a path for high performers into leadership tracks.

You will be trained before you are expected to perform, and your pipeline will consist of warm leads designed to support families protecting income and future. This is a fully remote US-based opportunity.

Qualifications

• Warm-lead conversation experience.
• Comfort with remote work tools and platforms.
• Ability to ramp quickly and learn new systems.
• Respectful and professional communication with clients.

Skills

Warm leads

Remote communication

Fast learning

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