Remote Benefits Planner — Mentorship & Flexible Hours

Lever, Inc.; Johnson City (TN); Remote; USD 42,000 - 65,000; 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. is seeking a remotely-based financial-services role focused on warm leads and a coaching system. This position emphasizes conversations, information provision, and a guided enrollment flow with a structured onboarding program and remote tools.

Ideal candidates are self-starters who welcome feedback, enjoy helping families, and thrive in a performance-driven environment. The role offers flexible hours and ongoing mentorship to foster a long-term career.

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

Lever, Inc. is seeking a remotely-based financial-services role focused on warm leads and a coaching system. This position emphasizes conversations, information provision, and a guided enrollment flow with a structured onboarding program and remote tools.

Ideal candidates are self-starters who welcome feedback, enjoy helping families, and thrive in a performance-driven environment. The role offers flexible hours and ongoing mentorship to foster a long-term career.