Virtual Benefits Advisor

Lever, Inc.; Bath (ME); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Warm leads

Onboarding process

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a remote financial-services seat focused on warm leads and coaching. You will engage with interested individuals, map their protection needs, and guide them through a simple enrollment flow. A strong self-starter mindset and coachable attitude are essential.

The role offers remote tools, flexible hours, ongoing mentorship, and a clear onboarding path to help families. It suits competitive individuals who thrive in a performance-driven environment.

Qualifications

• Willing to be coachable and competitive.
• Ability to map customer needs to available protection options.
• Comfort with enrollment processes and client lists.

Responsibilities

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

Skills

Communication

Coachable

Self-starter

Client outreach

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.