Remote Benefits Planning Specialist — Inbound Leads

Lever, Inc.; Moscow (ID); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Written process

Job summary

Lever, Inc. is seeking a motivated, remote Customer Advisor to handle inbound conversations about financial-protection options. You will explain benefits clearly, guide clients through enrollment when appropriate, and maintain a disciplined follow-up rhythm.

Interviews are conducted via Zoom, with coaching from experienced colleagues and a path into leadership for top performers. Ideal candidates are competitive, coachable, and comfortable on camera, with a proactive attitude and strong

Qualifications

• Being competitive and coachable is valued.
• Comfortable communicating with clients on camera.
• Strong communication and listening skills help in explaining benefits.

Responsibilities

• Take requested conversations — inbound only; no cold outreach
• Explain benefit options simply to clients
• Assist clients in enrolling when it’s a fit
• Maintain a clean follow-up rhythm with clients

Skills

Competitive

Coachable

Comfortable on camera

Communication

Job description

Lever, Inc. is seeking a motivated, remote Customer Advisor to handle inbound conversations about financial-protection options. You will explain benefits clearly, guide clients through enrollment when appropriate, and maintain a disciplined follow-up rhythm.

Interviews are conducted via Zoom, with coaching from experienced colleagues and a path into leadership for top performers. Ideal candidates are competitive, coachable, and comfortable on camera, with a proactive attitude and strong