Remote Family Benefits Representative

Lever, Inc.; Elgin (IL); Remote; USD 40,000 - 60,000; 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 self-motivated remote-seating professional in the financial services sector. You will engage with prospective clients who requested information and guide them through enrollment steps, building a reliable client list.

Successful candidates enjoy coaching, thrive in a performance-driven environment, and are comfortable working remotely with flexible hours and ongoing mentorship. This role emphasizes communication and client service to help families access protection

Qualifications

• Self-starters who like helping families.
• Able to thrive in a performance-driven environment.
• Willing to be coached and receptive to feedback.

Responsibilities

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

Skills

Communication skills

Coaching mindset

Active listening

Lead generation

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.