Remote Client Benefits Specialist — Warm Leads

Lever, Inc.; Gary (IN); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial services role based in the United States. You will handle warm-lead conversations, follow up promptly, and receive coaching as you ramp. The position emphasizes a strong client focus and structured daily workflows.

Ideal candidates communicate clearly, learn quickly, and maintain professional video presence for client interactions. This opportunity offers the flexibility of a home-based role with a defined ramp period and growth path.

Qualifications

• Ability to communicate with warm leads in a remote setup.
• Comfort with coaching new teammates during ramp-up.
• Strong client-facing professionalism and reliability.

Responsibilities

• Engage in warm-lead conversations with prospects.
• Maintain timely follow-ups and accurately document outcomes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is hiring for a remote financial services role based in the United States. You will handle warm-lead conversations, follow up promptly, and receive coaching as you ramp. The position emphasizes a strong client focus and structured daily workflows.

Ideal candidates communicate clearly, learn quickly, and maintain professional video presence for client interactions. This opportunity offers the flexibility of a home-based role with a defined ramp period and growth path.