Remote Client Advisor — Financial Protection

Lever, Inc.; Rockville (MD); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Leadership path

Job summary

Lever, Inc. is looking for motivated people for a remote career with upside. This seat works warm leads; you talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.

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

Job description

Lever, Inc. is looking for motivated people for a remote career with upside. This seat works warm leads; you talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.