Client Needs Advisor - Remote

Lever, Inc.; Milton (VT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced peers

Leadership path for high performers

Job summary

Lever, Inc. is hiring for a remote role focused on helping clients navigate financial-protection options. You’ll engage warm leads, explain benefits clearly, and enroll clients when it’s a good fit. You’ll be coached by experienced teammates and tracked on activity and results, with a clear path into leadership for high performers.

Interviews are conducted on Zoom, and you’ll join a supportive, process-driven team that emphasizes coaching, accountability, and scalable growth in a remote setting.

Qualifications

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

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.