Remote Benefits Guidance Specialist

Lever, Inc.; Gresham (OR); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced team

Leadership path

Job summary

Lever, Inc. is seeking motivated, remote-ready individuals to handle inbound client conversations about financial-protection options. You will be trained, coached, and measured on activity and results, with interviews on Zoom and a defined process to follow.

In this role you will take requested conversations, explain benefits clearly, assist with enrollment when appropriate, and maintain a reliable follow-up rhythm. A path into leadership awaits high performers.

Qualifications

• Excellent verbal and written communication.
• Able to work independently in a remote setup.
• Willingness to learn and follow a defined process.

Responsibilities

• Take inbound conversations from clients requesting help with financial-protection options.
• Explain benefit options simply and clearly.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm and timely updates.

Skills

Communication

Coachable

Comfortable on camera

Competitive

Job description

Lever, Inc. is seeking motivated, remote-ready individuals to handle inbound client conversations about financial-protection options. You will be trained, coached, and measured on activity and results, with interviews on Zoom and a defined process to follow.

In this role you will take requested conversations, explain benefits clearly, assist with enrollment when appropriate, and maintain a reliable follow-up rhythm. A path into leadership awaits high performers.