Remote Client Benefits Specialist: Warm Leads

Lever, Inc.; Vermillion (SD); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp.

This role emphasizes structured days, no office required, and a clear path for high performers into leadership through a proven coaching model.

You will focus on on-time follow-up, maintain a professional video presence, and learn new tools quickly while respecting the client at every step.

Qualifications

• Must follow up promptly with clients.
• Maintain a clean, professional video presence during calls.
• Learn new tools quickly to support client conversations.
• Show respect for the client and their needs.

Skills

On-time follow-up

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp.

This role emphasizes structured days, no office required, and a clear path for high performers into leadership through a proven coaching model.

You will focus on on-time follow-up, maintain a professional video presence, and learn new tools quickly while respecting the client at every step.