Work From Home - Client Benefits Associate

Lever, Inc.; New Haven (CT); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote role in financial services with structured days, warm-lead conversations, and coaching while you ramp. This home-based position requires no office and focuses on meaningful outreach rather than cold calling.

You will be trained before you are expected to perform, maintain professional video presence, demonstrate on-time follow-up, fast learning on tools, and respect for clients. High performers can pursue a leadership track within the company.

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