Remote Benefits Intake Specialist - Warm Leads & Coaching

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

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.