Work From Home - Client Benefits Associate

Lever, Inc.; Madison (MS); Remote; USD 42,000 - 72,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads through structured days and guided ramp-up coaching. The role emphasizes timely follow-ups, a strong video presence, and quick learning of tools to serve clients effectively.

This remote position offers the chance to develop leadership potential for high performers as part of a client-focused team, with priority given to delivering value and maintaining professional client relations.

Responsibilities

• Remote financial-services role with structured days, warm-lead conversations, and coaching during ramp.

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