Client Intake Representative - Work From Home

Lever, Inc.; Passaic (NJ); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced colleagues

Leadership path for high performers

Job summary

Lever, Inc. is hiring for a remote-led client conversations role. You’ll engage with people who requested information on financial-protection options and guide them through benefit options from a warm lead pool.

The role emphasizes a teach-and-train approach, with coaching from experienced colleagues and a clear growth path into leadership for high performers. Interviews are conducted via Zoom, and the team uses a proven process so you’re not creating the job from scratch.

Qualifications

• Competitive and coachable are desirable traits.
• Comfortable on camera for remote conversations.
• Willing to engage in a remote career with upside.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

Competitive

Coachable

Comfortable on camera

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.