Work From Home - Client Benefits Planner

Lever, Inc.; Springdale (AR); 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 provide structured, high-quality client interactions. The role emphasizes training before performance expectations, with a clear career track for high performers.

You will work from home with no required office base, focusing on timely follow-up, professional video presence, and rapid tooling proficiency to deliver value to clients.

Qualifications

• Remote financial-services role requiring disciplined follow-up and professional communication.
• Ability to manage conversations with warm leads and present information clearly.
• Comfort with coaching junior teammates and ramping into the role.

Responsibilities

• Conduct structured days with warm-lead conversations.
• Provide coaching while you ramp.
• Maintain high standards of client respect and data confidentiality.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for 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