Remote Benefits Solutions Specialist — Warm Leads & Coaching

Lever, Inc.; Bend (OR); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. This role emphasizes structured days, quality follow-up, and clear communication with prospects.

We offer training before performance expectations, a home-base setup with no office required, and a pathway for high performers to move into leadership tracks as you grow with the team.

Qualifications

• Structured daily workflow focused on warm leads.
• Training provided before expected performance.
• Ability to follow up promptly and professionally.

Responsibilities

• On-time follow-up with leads.
• Maintain a clean video presence during calls.
• Quickly learn and proficiently use tools required for engagement.
• Respect for clients in all communications.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. This role emphasizes structured days, quality follow-up, and clear communication with prospects.

We offer training before performance expectations, a home-base setup with no office required, and a pathway for high performers to move into leadership tracks as you grow with the team.