Remote Benefits Planning Advisor

Lever, Inc.; Janesville (WI); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional to engage warm leads and coach new teammates during ramp. The role emphasizes structured days, meaningful conversations, and a fast learning curve.

We offer training before performance, a no-office requirement, and a path for high performers into leadership tracks. Work is entirely remote with a focus on client outcomes and consistent follow-up.

Qualifications

• Remote financial-services role with warm-lead conversations.
• Structured days and coaching during ramp-up.
• High performers have a leadership track.

Responsibilities

• Engage warm leads in remote conversations to understand needs.
• Follow up promptly and maintain accurate activity records.
• Learn tools quickly and apply guidance from coaching sessions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. in the United States is seeking a remote financial-services professional to engage warm leads and coach new teammates during ramp. The role emphasizes structured days, meaningful conversations, and a fast learning curve.

We offer training before performance, a no-office requirement, and a path for high performers into leadership tracks. Work is entirely remote with a focus on client outcomes and consistent follow-up.