Work From Home - Client Benefits Specialist

Lever, Inc.; Saint Charles (MO); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote finance-focused outreach professional to engage warm leads and advance conversations from home. You will receive structured training, coaching during ramp-up, and ongoing support to learn tools quickly while building a scalable pipeline.

The role emphasizes timely follow-ups, a strong video presence in calls, and a respectful, client-centered approach to all interactions.

Qualifications

• Must maintain timely follow-ups with prospects.
• Strong video presence during calls.
• Demonstrate ability to learn tools quickly.
• Respect for the client in all interactions.

Responsibilities

• Engage warm leads via remote outreach.
• Coach and ramp up with structured training.
• Maintain professional communication and documentation.

Skills

Follow-up

Video presence

Fast learner

Client respect

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