Remote Client Benefits Specialist Warm Leads & Growth Path

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide conversations from first contact through ramp.

This remote role emphasizes structured days, coaching during ramp-up, and a pipeline built from leads who have already expressed interest, with no office required.

You will work with a distributed team, maintain timely follow-up, and keep clear notes while delivering client-focused service that helps families protect income and future.