Remote Family Benefits Specialist — Warm Leads, Growth Path

Lever, Inc.; Horn Lake (MS); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote-capable financial-services professional. Work from home with structured days, handling warm-lead conversations and coaching as you ramp.

You will thrive if you communicate clearly, stay on top of follow-ups, and maintain a professional video presence with clients. Top performers can access a leadership track and advance within the company. No office required and training is provided before you are expected to perform.

Qualifications

• Remote financial services role requiring disciplined daily structure.
• Experience with warm leads and coaching during ramp-up.
• Ability to maintain professional communication with clients.

Responsibilities

• Engage warm leads through structured daily routines.
• Provide coaching and support during ramp-up.
• Maintain timely follow-up with clients.
• Present a professional video presence during interactions.

Skills

Follow-up skills

Video communication

Fast tool learning

Client respect

Job description

Lever, Inc. is seeking a remote-capable financial-services professional. Work from home with structured days, handling warm-lead conversations and coaching as you ramp.

You will thrive if you communicate clearly, stay on top of follow-ups, and maintain a professional video presence with clients. Top performers can access a leadership track and advance within the company. No office required and training is provided before you are expected to perform.