Remote Client Advisor — Financial Protection

Lever, Inc.; Canton (OH); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced team

Leadership path for high performers

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. This inbound seat focuses on conversations from clients who requested help with financial-protection options. You will be trained, coached, and measured on activity and results.

You should apply if you are competitive, coachable, and comfortable on camera. Interviews are held on Zoom, and you will follow a written process rather than inventing the job.

Qualifications

• You should be competitive, coachable and comfortable on camera.
• Able to follow a written process and scripts.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

Competitive

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside. This inbound seat focuses on conversations from clients who requested help with financial-protection options. You will be trained, coached, and measured on activity and results.

You should apply if you are competitive, coachable, and comfortable on camera. Interviews are held on Zoom, and you will follow a written process rather than inventing the job.