Virtual Benefits Advisor

Lever, Inc.; Santa Fe (NM); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in Santa Fe, NM to engage with warm leads and coach clients while you ramp. This is a structured, work-from-home role with no office required.

You'll excel with punctual follow-up, a clean video presence, fast learning on tools, and a respectful approach to clients. Strong performers will have opportunities for leadership as they prove their impact.

Qualifications

• Candidates should demonstrate reliable follow-up with leads.
• Ability to present clearly on video calls and maintain professional appearance.
• Quickly learn new tools and adapt to workflows.
• Demonstrate respect and professionalism toward clients.

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