Remote Client Benefits Planner: Warm Leads & Growth Path

Lever, Inc.; Springdale (AR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and provide structured, high-quality client interactions. The role emphasizes training before performance expectations, with a clear career track for high performers.

You will work from home with no required office base, focusing on timely follow-up, professional video presence, and rapid tooling proficiency to deliver value to clients.

Qualifications

• Remote financial-services role requiring disciplined follow-up and professional communication.
• Ability to manage conversations with warm leads and present information clearly.
• Comfort with coaching junior teammates and ramping into the role.

Responsibilities

• Conduct structured days with warm-lead conversations.
• Provide coaching while you ramp.
• Maintain high standards of client respect and data confidentiality.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and provide structured, high-quality client interactions. The role emphasizes training before performance expectations, with a clear career track for high performers.

You will work from home with no required office base, focusing on timely follow-up, professional video presence, and rapid tooling proficiency to deliver value to clients.