Remote Client Benefits Specialist - Warm Leads, Growth Path

Lever, Inc.; Madison (MS); Remote; USD 42,000 - 72,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads through structured days and guided ramp-up coaching. The role emphasizes timely follow-ups, a strong video presence, and quick learning of tools to serve clients effectively.

This remote position offers the chance to develop leadership potential for high performers as part of a client-focused team, with priority given to delivering value and maintaining professional client relations.

Responsibilities

• Remote financial-services role with structured days, warm-lead conversations, and coaching during ramp.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads through structured days and guided ramp-up coaching. The role emphasizes timely follow-ups, a strong video presence, and quick learning of tools to serve clients effectively.

This remote position offers the chance to develop leadership potential for high performers as part of a client-focused team, with priority given to delivering value and maintaining professional client relations.