Client Onboarding Coordinator - Remote

Lever, Inc.; Durham (NC); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Mentorship

Coaching culture

Job summary

Lever, Inc. offers a remote position on a team that helps families understand and set up protection options. You will work from home with flexible hours and clear expectations.

The role emphasizes mentorship and coaching over pressure, with honest conversations and a growth path if results and attitude align.

Qualifications

• Strong communication skills and the ability to manage oneself remotely.
• Ability to collaborate with a team and maintain consistent team habits.
• A spine and integrity are essential in daily work.

Responsibilities

• Collaborate remotely with a team to help families understand and set up protection options.
• Communicate clearly with clients and teammates to align on goals and timelines.
• Maintain professionalism and honesty in all conversations.

Skills

Communication

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional