Work From Home - Benefits Services Representative

Lever, Inc.; La Crosse (WI); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remotely-based financial-services associate to engage warm leads and guide families through enrollment. The role emphasizes coaching, performance expectations, and ongoing mentorship.

Daily tasks include speaking with inquiries, mapping needs to protection options, running enrollment flows, and building a client list. The position offers pre-qualified leads, onboarding support, and flexible hours in a long-term career path.

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.