Work From Home - Client Benefits Planner

Lever, Inc.; Salem (OR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations without a fixed office base. The role emphasizes structured days and ongoing coaching as you ramp.

You will handle client communications, maintain high follow-up standards, and learn quickly on tools to support customers throughout the sales and service process.

Qualifications

• These are inferred from the job's requirements: remote role with focus on client-facing communication and tool proficiency.

Responsibilities

• Lead warm conversations with prospects.
• Engage in structured daily routines and processes.
• Provide coaching and ramp-up support to new teammates.

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