Client Service Advisor - Remote

Lever, Inc.; Fort Wayne (IN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced teammates

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will work with warm leads—talking with people who already requested help on financial-protection options—and you will be trained, coached, and measured on activity and results.

The role involves taking conversations, explaining benefits simply, helping clients enroll when appropriate, and maintaining a clean follow-up rhythm. The position offers remote work, a written process, coaching from experienced teammates,

Qualifications

• Competitive and coachable demeanor.
• Comfortable speaking with clients on camera.
• Able to follow a written process and hit activity targets.

Responsibilities

• Take conversations from warm leads only.
• Explain benefit options clearly to clients.
• Assist clients in enrolling when a fit.
• Maintain a disciplined follow-up rhythm.

Skills

On-camera communication

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.