Remote Benefits Concierge - Client-Facing Advisor

Lever, Inc.; Raleigh (NC); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process to follow

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 handle inbound conversations from people who requested financial-protection options, following a coached, process-driven approach. Interviews are conducted on Zoom as part of a remote-first team.

You should be competitive, coachable, and comfortable on camera, with a structured path into leadership for high performers. This role emphasizes training and measurable activity rather than constant supervision.

Qualifications

• Competitive, coachable and comfortable on camera.

Responsibilities

• Take requested conversations — inbound, not cold calls.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will handle inbound conversations from people who requested financial-protection options, following a coached, process-driven approach. Interviews are conducted on Zoom as part of a remote-first team.

You should be competitive, coachable, and comfortable on camera, with a structured path into leadership for high performers. This role emphasizes training and measurable activity rather than constant supervision.