Work From Home - Warm Lead Benefits Representative

Lever, Inc.; Jackson (WY); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads and guide clients through information requests and enrollment steps.

This role rewards self-starters who thrive in a coached, performance-driven environment, offering ongoing mentorship, step-by-step onboarding, and flexible hours as you help families secure protection options.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and open to feedback.
• Comfortable with a remote, mentor-guided training system.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.