Remote Benefits Solutions Specialist - Warm Leads, Growth Path

Lever, Inc.; Frederick (MD); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through conversations with care. The role emphasizes structured days, coaching while you ramp, and a clear path to leadership for top performers.

There is no office requirement; the base is remote and focused on meaningful outcomes for families and clients. Training precedes performance expectations, and coaches help you succeed from day one.

Qualifications

• Proven ability to follow up consistently with clients or leads.
• Strong communication with clients via video or calls.
• Ability to learn new tools quickly and apply them on the job.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

CRM tools

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through conversations with care. The role emphasizes structured days, coaching while you ramp, and a clear path to leadership for top performers.

There is no office requirement; the base is remote and focused on meaningful outcomes for families and clients. Training precedes performance expectations, and coaches help you succeed from day one.