Remote Benefits Concierge: Guide Clients to Coverage

Lever, Inc.; Wauwatosa (WI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path for high performers

Job summary

Lever, Inc. is seeking motivated people for a remote career with upside. You’ll work with warm leads—people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it’s a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.

Job description

Lever, Inc. is seeking motivated people for a remote career with upside. You’ll work with warm leads—people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it’s a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.