Remote Client Advocate & Coaching Path

Lever, Inc.; Bozeman (MT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. offers a remote career with upside for motivated individuals. You will handle inquiries from people who already requested help with financial-protection options, not cold outreach. You will be trained, coached, and measured on activity and results, following a written process rather than inventing the job.

You’ll explain benefit options clearly, help eligible clients enroll, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Inbound conversations only with warm leads (no cold lists).
• Trained, coached, and measured on activity and results.
• Remote work with a written process; no guesswork.
• Coaching from experienced peers and a potential leadership path.

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

Inbound sales

Communication

Camera comfort

Remote work discipline

Job description

Lever, Inc. offers a remote career with upside for motivated individuals. You will handle inquiries from people who already requested help with financial-protection options, not cold outreach. You will be trained, coached, and measured on activity and results, following a written process rather than inventing the job.

You’ll explain benefit options clearly, help eligible clients enroll, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom.