Remote Insurance Benefits Advisor - Warm Leads

Lever, Inc.; Sheridan (WY); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads, follow up promptly, and coach clients while you ramp. The role emphasizes structured days with no office required, focusing on families protecting income and future.

Ideal candidates are quick learners with a strong video presence who can convert warm leads into trusted relationships. High performers can access leadership tracks as they excel.

Qualifications

• On-time follow-up with leads.
• Maintains a professional video presence.
• Learns new tools quickly and applies them.
• Shows respect and courtesy to clients.

Responsibilities

• Engage with warm leads in a remote financial-services role.
• Maintain structured daily routines and drive conversations.
• Provide coaching and guidance while ramping up.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads, follow up promptly, and coach clients while you ramp. The role emphasizes structured days with no office required, focusing on families protecting income and future.

Ideal candidates are quick learners with a strong video presence who can convert warm leads into trusted relationships. High performers can access leadership tracks as they excel.