Remote Client Advisor — Inbound Financial Options

Lever, Inc.; Riverside (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Path to leadership

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. This inbound seat focuses on conversations with people who have requested help with financial-protection options. You will be trained, coached, and measured on activity and results, with a clear written process so you are not inventing the job. Interviews are conducted on Zoom.

You should be competitive, coachable, and comfortable on camera, with opportunities for leadership if you perform well and drive results.

Qualifications

• Strong communication skills for inbound conversations.
• Comfortable on camera and coachable with feedback.

Responsibilities

• Take inbound conversations from potential clients.
• Explain benefit options clearly and simply.
• Assist clients in enrollment when appropriate.
• Maintain a consistent follow-up rhythm.

Skills

Communication

Adaptability

Remote work readiness

Zoom familiarity

Tools

Zoom

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside. This inbound seat focuses on conversations with people who have requested help with financial-protection options. You will be trained, coached, and measured on activity and results, with a clear written process so you are not inventing the job. Interviews are conducted on Zoom.

You should be competitive, coachable, and comfortable on camera, with opportunities for leadership if you perform well and drive results.