Remote Benefits Planning Specialist — Coaching, Growth Path

Lever, Inc.; Grants Pass (OR); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from leaders

Leadership path

Job summary

Lever, Inc. in the United States seeks motivated people for a remote career with upside. This inbound seat talks with clients who already requested help on financial-protection options and you are trained, coached, and measured on activity and results.

You take conversations, explain benefits simply, help clients enroll when it is a fit, and keep a clean follow-up rhythm. Interviews are on Zoom; if you are competitive, coachable, and comfortable on camera, apply now for a path into leadership.

Qualifications

• Inbound conversations with clients seeking financial-protection options.
• Explain benefits simply to help clients decide when enrollment is appropriate.
• Maintain a clean follow-up rhythm to nurture prospects.
• Comfortable on camera during Zoom interviews.
• Willingness to be coached and develop leadership potential.

Responsibilities

• Take requested conversations from prospective clients.
• Explain benefit options clearly and concisely.
• Assist eligible clients with enrollment steps.
• Maintain consistent follow-up and record interactions.

Skills

Inbound conversations

Enrollment guidance

On-camera comfort

Remote work

Follow-up discipline

Coachable

Zoom interviews

Coaching

Tools

Zoom

Job description

Lever, Inc. in the United States seeks motivated people for a remote career with upside. This inbound seat talks with clients who already requested help on financial-protection options and you are trained, coached, and measured on activity and results.

You take conversations, explain benefits simply, help clients enroll when it is a fit, and keep a clean follow-up rhythm. Interviews are on Zoom; if you are competitive, coachable, and comfortable on camera, apply now for a path into leadership.