Client Needs Advisor - Remote

Lever, Inc.; Boise (ID); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership growth path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will work with warm leads, explaining financial-protection options and guiding clients through enrollment. You will be trained, coached, and measured on activity and results.

Interviews are on Zoom, and you will receive coaching from people who have done the work. A path into leadership exists for high performers who produce.

Qualifications

• Remote-friendly role with growth potential.
• Trained on financial-protection options and enrollment support.
• No cold outreach; works warm leads.

Responsibilities

• Take conversations from warm leads.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Skills

Competitive

Coachable

Comfortable on camera

Tools

Zoom

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.