Remote Client Advisor - Growth and Leadership Path

Lever, Inc.; Town of Florida (NY); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Remote work

Written process to follow

Coaching from experienced staff

Leadership path for top performers

Job summary

Lever, Inc. is seeking motivated individuals for a remote career in client assistance. You will engage with people who have requested help on financial-protection options, explain benefits clearly, and assist enrollment when appropriate.

The role emphasizes coaching from experienced colleagues and a clear activity-driven process. The position offers remote work, a structured process, and a path into leadership for high performers.

Qualifications

• Remote work with no cold lists.
• Role involves talking to clients who requested help.

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

Remote selling

Lead follow-up

Camera comfort

Competitive

Coachable

Communication

Zoom interview

Tools

Zoom

Job description

Lever, Inc. is seeking motivated individuals for a remote career in client assistance. You will engage with people who have requested help on financial-protection options, explain benefits clearly, and assist enrollment when appropriate.

The role emphasizes coaching from experienced colleagues and a clear activity-driven process. The position offers remote work, a structured process, and a path into leadership for high performers.