Remote Family Benefits Planner

Lever, Inc.; Columbia Township (MO); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a motivated remote sales associate to engage warm leads within a coaching-oriented framework. You will communicate with families, guide enrollment steps, and grow a client list from pre-qualified leads.

This role offers onboarding, remote tools, flexible hours, and ongoing mentorship, with a performance-driven path for long-term career growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and engage in a target-driven setting.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

People skills

Coaching mindset

Education

High school diploma or equivalent

Tools

Remote tools

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.