Remote Family Benefits Advisor – Warm Leads & Growth Path

Lever, Inc.; Cedar Falls (IA); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position features structured days, warm-lead conversations, and coaching while you ramp up. You will operate without a fixed office base and can work from home.

Ideal candidates communicate clearly, follow up promptly, and maintain a professional video presence. A strong aptitude for learning new tools and respecting clients is essential for success.

Qualifications

• Warm-lead conversations
• Structured remote role with ramp coaching
• Ability to learn tools quickly

Responsibilities

• Conduct remote financial-services conversations with warm leads.
• Participate in coaching sessions during ramp-up.
• Maintain professional video presence during meetings.

Skills

Timely follow-up

Video presence

Tech literacy

Client respect

Tools

CRM software

Job description

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position features structured days, warm-lead conversations, and coaching while you ramp up. You will operate without a fixed office base and can work from home.

Ideal candidates communicate clearly, follow up promptly, and maintain a professional video presence. A strong aptitude for learning new tools and respecting clients is essential for success.