Remote Client Benefits Specialist - Warm Leads & Training

Lever, Inc.; Las Cruces (NM); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days and warm-lead conversations. You’ll coach while you ramp and work with prospects who already raised a hand.

This position has no office requirement, emphasizes coaching before performance, and rewards high performers with a leadership track for career growth.

Key expectations include on-time follow-up, clean video presence, fast learning on tools, and respectful, client-focused communication.

Qualifications

• Prompt follow-up with warm leads and prospects.
• Professional video presence for remote interactions.
• Ability to learn new tools quickly and independently.

Responsibilities

• Engage in structured, remote conversations with warm leads.
• Coach prospects while ramping and ensure consistent progress.
• Maintain respectful, client-focused communication throughout.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is hiring for a remote financial-services role with structured days and warm-lead conversations. You’ll coach while you ramp and work with prospects who already raised a hand.

This position has no office requirement, emphasizes coaching before performance, and rewards high performers with a leadership track for career growth.

Key expectations include on-time follow-up, clean video presence, fast learning on tools, and respectful, client-focused communication.