Remote Benefits Concierge — Client-Facing

Lever, Inc.; Bismarck (ND); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. is recruiting for a remote role where you will engage with clients who have requested information on financial-protection options. The position emphasizes inbound conversations rather than cold outreach, with coaching and measurable activity targets to drive results.

You will be trained and guided by experienced staff, with a clear, written process to follow. Interviews are conducted via Zoom, and there is potential for leadership opportunities for top performers who deliver results.

Qualifications

• Must be competitive and coachable.
• Comfortable on camera and able to engage clients.
• Able to follow a written process without improvising.

Responsibilities

• Take inbound conversations from clients seeking financial-protection options.
• Explain benefit options clearly and simply.
• Help clients enroll when it is a good fit for their needs.
• Maintain a clean, consistent follow-up rhythm with clients.

Skills

Competitive

Coachable

Camera comfort

Zoom readiness

Tools

Zoom

Job description

Lever, Inc. is recruiting for a remote role where you will engage with clients who have requested information on financial-protection options. The position emphasizes inbound conversations rather than cold outreach, with coaching and measurable activity targets to drive results.

You will be trained and guided by experienced staff, with a clear, written process to follow. Interviews are conducted via Zoom, and there is potential for leadership opportunities for top performers who deliver results.