Remote Client Advisor: Coaching, Growth & Leadership Path

Lever, Inc.; Brewer (ME); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching from leaders

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a fully remote role. You will handle inbound conversations with people who requested help on financial-protection options, following a written process without inventing the job.

You will be trained, coached, and measured on activity and results, with opportunities to advance into leadership if you perform. Interviews are conducted on Zoom and the team emphasizes coaching and performance-driven culture.

Qualifications

• Experience talking with clients over video/phone
• Comfortable on camera during calls or demos
• Ability to follow a defined process and scripts

Responsibilities

• Take inbound conversations; no cold lists
• Explain benefit options concisely to clients
• Help clients enroll when it fits
• Maintain a reliable follow-up rhythm

Skills

Communication

Coachable

Camera comfort

Remote collaboration

Tools

Zoom

CRM

Job description

Lever, Inc. is seeking motivated individuals for a fully remote role. You will handle inbound conversations with people who requested help on financial-protection options, following a written process without inventing the job.

You will be trained, coached, and measured on activity and results, with opportunities to advance into leadership if you perform. Interviews are conducted on Zoom and the team emphasizes coaching and performance-driven culture.