Remote Client Benefits Advisor

Lever, Inc.; Cedar Falls (IA); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced peers

Leadership path

Job summary

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

In this role you’ll talk to clients, explain options clearly, help enroll when it’s a fit, and keep a consistent follow-up rhythm. Interviews are conducted on Zoom, and a path into leadership is available for top performers.

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

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.