Remote Client Benefits Consultant

Lever, Inc.; Morristown (VT); Remote; USD 48,000 - 72,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote associate for a financial-services seat built around warm leads and a structured training system. The role rewards competitive effort and coaching, offering a pathway to a long-term career for self-starters who value feedback and growth.

You will engage with prospective clients, map their protection needs, guide them through enrollment, and build a dedicated client list while benefiting from ongoing mentorship and flexible hours.

Qualifications

• Self-starter who likes helping families and can handle a performance environment.
• Willing to be coached and take feedback.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Self-starter

Coachable

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.