Remote Benefits Sales Pro — Warm Leads, Growth Path

Lever, Inc.; Clovis (NM); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services specialist to engage warm leads and coach clients as you ramp. There is structured daily work with no office required and a focus on meaningful conversations that protect income and futures for families.

You will work with a pipeline of warm leads, learn our tools quickly, and be supported on ramp-up with training before expectations rise. High performers have a leadership track.

Qualifications

• Good communication with warm leads.
• Strong video presence for client interactions.
• Ability to learn tools quickly and adapt to processes.

Responsibilities

• Engage with warm leads and conduct coaching conversations.
• Follow structured daily routines and remote collaboration practices.
• Build trust with clients to support income protection and future planning.

Skills

Warm leads follow-up

Video presence

Fast learning on tools

Client respect

Job description

Lever, Inc. in the United States is seeking a remote financial-services specialist to engage warm leads and coach clients as you ramp. There is structured daily work with no office required and a focus on meaningful conversations that protect income and futures for families.

You will work with a pipeline of warm leads, learn our tools quickly, and be supported on ramp-up with training before expectations rise. High performers have a leadership track.