Remote Benefits Planning Advisor (Inbound)

Lever, Inc.; Shelton (CT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. offers a remote career with upside where you handle inbound conversations about financial-protection options. You will be trained, coached, and evaluated on activity and results, with Zoom interviews and a clear process to follow.

You’ll explain benefits simply, help clients enroll when appropriate, and maintain a disciplined follow-up rhythm. A competitive, coachable candidate comfortable on camera fits best.

Qualifications

• Strong communication skills and comfort with video calls.
• Ability to follow a written process without improvisation.
• Self-motivated and competitive with a coachable attitude.

Responsibilities

• Take inbound conversations—no cold outreach.
• Explain benefit options clearly and simply.
• Help clients enroll when it fits.
• Maintain a consistent follow-up rhythm.

Skills

Communication

On-camera comfort

Competitive

Coachable

Job description

Lever, Inc. offers a remote career with upside where you handle inbound conversations about financial-protection options. You will be trained, coached, and evaluated on activity and results, with Zoom interviews and a clear process to follow.

You’ll explain benefits simply, help clients enroll when appropriate, and maintain a disciplined follow-up rhythm. A competitive, coachable candidate comfortable on camera fits best.