Remote Member Benefits Advisor | Warm Leads, Coaching & Growth

Lever, Inc.

Concord (NC)

Remote

USD 60,000 - 90,000

Full time

4 days ago
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Job summary

Lever, Inc. is seeking a remote financial-services professional who engages warm leads with structured days and coaching during ramp-up. The role emphasizes timely follow-ups, professional on-camera presence, and respectful client interactions.

Training precedes performance expectations, and high performers have potential for a leadership track within a pipeline of warm opportunities.

Qualifications

  • On-time follow-up with prospects.
  • Maintain a clean video presence during interactions.
  • Demonstrate fast learning on sales tools and processes.
  • Show respect for clients in all communications.

Responsibilities

  • Engage in warm-lead conversations with prospects remotely.

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 professional who engages warm leads with structured days and coaching during ramp-up. The role emphasizes timely follow-ups, professional on-camera presence, and respectful client interactions.

Training precedes performance expectations, and high performers have potential for a leadership track within a pipeline of warm opportunities.

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