Client Relationship Specialist - Remote

Lever, Inc.; Kailua (HI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced team

Job summary

Lever, Inc. is seeking motivated individuals for a remote role focused on conversations with clients who have requested information about financial-protection options. You will be trained, coached, and measured on activity and results.

The work involves handling warm leads, explaining benefits simply, helping clients enroll where it fits, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Strong communication and active listening to explain benefit options clearly.
• Ability to manage follow-ups and keep a clean rhythm.
• Comfortable on camera and coachable.
• Adaptable and competitive with a Coachable mindset.

Responsibilities

• Handle remote conversations with prospects who requested information.
• Explain financial-protection options in simple terms.
• Assist clients in enrolling when appropriate.
• Maintain a structured follow-up process.

Skills

Clear communication

Client conversation

Remote collaboration

Follow-up discipline

Tools

CRM tools

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.