Remote Family Benefits Advisor - Warm Leads, Coaching

AO Garcia Agency; Huron (SD); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote-friendly financial-services professional to engage warm leads and guide clients through the early stages of adoption.

The role emphasizes structured days and coaching as you ramp, with a focus on meaningful conversations that move opportunities forward. You will work in a remote setup, with no mandatory office presence, and you'll be trained before you are expected to perform.

Qualifications

• On-time follow-up with leads or clients.
• Maintain a professional video presence during interactions.
• Demonstrate quick uptake of new tools and processes.
• Show respect for clients and their needs in all dealings.

Responsibilities

• Engage in warm-lead conversations to understand client needs.
• Coach new teammates or ramping hires as needed.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote-friendly financial-services professional to engage warm leads and guide clients through the early stages of adoption.

The role emphasizes structured days and coaching as you ramp, with a focus on meaningful conversations that move opportunities forward. You will work in a remote setup, with no mandatory office presence, and you'll be trained before you are expected to perform.