Remote Benefits Concierge — Client-Facing with Coaching

Lever, Inc.; Honolulu (HI); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from leaders

Path to leadership

Job summary

Lever, Inc. is seeking motivated professionals for a remote role where you build conversations with people who have already shown interest in financial-protection options. You will be trained, coached, and measured on activity and results, with interviews on Zoom.

This inbound seat focuses on explaining benefits, enrolling clients when appropriate, and maintaining a clean follow-up rhythm, with a clear written process and a path into leadership for top performers.

Qualifications

• Competitive and coachable, comfortable on camera.
• Experience handling inbound conversations with clients.
• Able to follow a structured process and hit targets.

Responsibilities

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

Skills

Communication skills

Customer service

On-camera comfort

Remote work experience

Tools

Zoom

Job description

Lever, Inc. is seeking motivated professionals for a remote role where you build conversations with people who have already shown interest in financial-protection options. You will be trained, coached, and measured on activity and results, with interviews on Zoom.

This inbound seat focuses on explaining benefits, enrolling clients when appropriate, and maintaining a clean follow-up rhythm, with a clear written process and a path into leadership for top performers.