Client Service Advisor - Remote

Lever, Inc.; Spokane (WA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path for top performers

Job summary

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

The role focuses on talking with clients via Zoom, explaining options clearly, and helping enroll when appropriate. A structured process and coaching are provided, with a pathway into leadership for high performers.

Qualifications

• Ability to explain benefits clearly to clients.
• Competitive and coachable with comfortable camera use.
• Remote work setup and reliable internet connection.

Responsibilities

• Take conversations with warm leads and avoid cold lists.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with clients.

Skills

Communication

Coachable

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.