Remote Benefits Planner – Warm Leads & Growth Path

AO Garcia Agency; Williston (ND); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role in the United States. You will engage warm leads through remote channels, conduct coaching while you ramp, and follow a structured daily routine with no office required.

You will be trained before performing, with a clear path for high performers into a leadership track. This position values disciplined communication and strong client respect in a fully remote setting.

Qualifications

• Must follow up with leads promptly and professionally.
• Maintain a clean, confident video presence in virtual meetings.
• Demonstrate the ability to learn tools quickly and adapt to remote processes.
• Show respect and protect the client's interests in all interactions.

Responsibilities

• Engage with warm leads through remote channels and guide them through the process.
• Provide coaching and support as you ramp, ensuring a smooth onboarding.

Skills

On-time follow-up

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is hiring for a remote financial-services role in the United States. You will engage warm leads through remote channels, conduct coaching while you ramp, and follow a structured daily routine with no office required.

You will be trained before performing, with a clear path for high performers into a leadership track. This position values disciplined communication and strong client respect in a fully remote setting.