Remote Client Benefits Consultant

Lever, Inc.; Myrtle Beach (SC); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services representative to talk with warm leads, not cold calls. Work from anywhere with a structured day and coaching as you ramp.

You will follow up promptly, maintain a clean video presence, learn tools quickly, and show respect for clients. This role offers a remote-first setup with no office required and a supportive leadership track for top performers.

Qualifications

• Ability to follow up promptly with leads.
• Maintain a professional video presence during interactions.
• Demonstrate rapid aptitude in new tools and processes.
• Show respect and integrity when engaging with clients.

Responsibilities

• Engage in warm-lead conversations and guide prospects remotely.
• Attend coaching sessions while ramping up.
• Maintain structured daily activity to optimize outreach.

Skills

On-time follow-up

Video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client