Remote Benefits Concierge – Client-Facing Advisor

Lever, Inc.; Spokane (WA); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a fully remote role focused on helping clients explore financial-protection options. You will handle inbound conversations, explain benefits clearly, and assist with enrollment when appropriate.

We provide a written process so you’re not inventing the job, plus coaching from experienced colleagues. High performance can open a leadership path within the company.

Qualifications

• Talk with people who already requested help on financial-protection options.
• Remote career with upside; not a dead-end job.
• You are trained, coached, and measured on activity and results.
• Interviews are on Zoom.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication skills

Coachability

Sales / Enrollment

On-camera presentation

Remote work discipline

Tools

Zoom

CRM awareness

Job description

Lever, Inc. is seeking motivated individuals for a fully remote role focused on helping clients explore financial-protection options. You will handle inbound conversations, explain benefits clearly, and assist with enrollment when appropriate.

We provide a written process so you’re not inventing the job, plus coaching from experienced colleagues. High performance can open a leadership path within the company.