Remote Client Advisor — Financial Protection Specialist

Lever, Inc.; Fort Wayne (IN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced teammates

Leadership path

Job summary

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

The role involves taking conversations, explaining benefits simply, helping clients enroll when appropriate, and maintaining a clean follow-up rhythm. The position offers remote work, a written process, coaching from experienced teammates,

Qualifications

• Competitive and coachable demeanor.
• Comfortable speaking with clients on camera.
• Able to follow a written process and hit activity targets.

Responsibilities

• Take conversations from warm leads only.
• Explain benefit options clearly to clients.
• Assist clients in enrolling when a fit.
• Maintain a disciplined follow-up rhythm.

Skills

On-camera communication

Job description

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

The role involves taking conversations, explaining benefits simply, helping clients enroll when appropriate, and maintaining a clean follow-up rhythm. The position offers remote work, a written process, coaching from experienced teammates,