Remote Insurance Benefits Liaison

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

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client