Remote Client Advisor — Financial Protection

Lever, Inc.; Waukesha (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written playbook

Coaching from experienced reps

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote sales career with upside. You will work with warm leads who have already requested information on financial-protection options; you will be trained, coached, and measured on activity and results.

This role emphasizes clear communication, a disciplined follow-up rhythm, and opportunities to advance into leadership if you perform.

Interviews are conducted via Zoom and success is rewarded by performance, not constant supervision.

Qualifications

• Must be competitive and coachable.
• Able to communicate clearly on camera.
• Interviews are conducted via Zoom.

Responsibilities

• Handle remote conversations with warm leads.
• Explain benefit options clearly to clients.
• Assist clients in enrollment when it fits.
• Maintain a consistent follow-up rhythm.

Skills

Competitive

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated individuals for a remote sales career with upside. You will work with warm leads who have already requested information on financial-protection options; you will be trained, coached, and measured on activity and results.

This role emphasizes clear communication, a disciplined follow-up rhythm, and opportunities to advance into leadership if you perform.

Interviews are conducted via Zoom and success is rewarded by performance, not constant supervision.