Protection Planning Representative - Work From Home

Lever, Inc.; Charlotte (NC); Remote; USD 52,000 - 86,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a fully remote role that focuses on engaging with prospects who have already requested information on financial-protection options. You will work with warm leads, are trained and coached for performance, and are measured on activity and results.

Interviews are conducted on Zoom, and there is a clear process to follow. The position emphasizes a remote career with upside, coaching from those who have done the work, and a path into leadership for

Qualifications

• No cold leads; you handle warm inquiries.
• Explain benefit options clearly to clients.
• Assist enrollment when it is a fit for the client.
• Maintain a disciplined follow-up rhythm and workflow.

Responsibilities

• Take requested conversations with warm leads.
• Explain benefit options simply to prospects.
• Help clients enroll when it suits their needs.
• Keep a clean and consistent follow-up cadence.

Skills

Communication skills

On-camera

Coachable

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.