Remote Benefits Intake Specialist — Warm Leads & Training

Lever, Inc.; Helena (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. offers a remote financial-services role focused on warm-lead conversations and structured days. You will be coached during ramp-up and have opportunities for career growth as you reach performance milestones.

The position emphasizes engaging with clients, timely follow-ups, and professional communication, with no office requirement and training provided to ensure successful onboarding.

Qualifications

• Experience in sales or client outreach.
• Strong communication and follow-up skills.
• Comfort with video calls and virtual meetings.

Responsibilities

• Engage with warm leads via calls or video.
• Follow up with clients in a timely and professional manner.
• Participate in ramp training and coaching to hit ramp targets.

Skills

Warm leads

Remote work

Coaching

Fast learner

Tools

CRM software

Job description

Lever, Inc. offers a remote financial-services role focused on warm-lead conversations and structured days. You will be coached during ramp-up and have opportunities for career growth as you reach performance milestones.

The position emphasizes engaging with clients, timely follow-ups, and professional communication, with no office requirement and training provided to ensure successful onboarding.