Remote Client Benefits Concierge Inbound with Growth Path

Lever, Inc.; West Valley City (UT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path if you perform

Job summary

Lever, Inc. is seeking motivated people for a remote career with upside. This inbound role involves talking with clients who requested help on financial-protection options, being trained, coached, and measured on activity and results.

You will take requested conversations, explain benefit options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.

Qualifications

• Experience communicating with clients to discuss options.
• Ability to follow a structured process and scripts.
• Comfortable presenting over video calls.

Responsibilities

• Handle inbound conversations with clients requesting financial-protection options.
• Explain benefit options clearly and simply.
• Assist clients in enrollment when appropriate.
• Maintain a consistent follow-up rhythm.

Skills

Verbal communication

Active listening

Comfortable on camera

Job description

Lever, Inc. is seeking motivated people for a remote career with upside. This inbound role involves talking with clients who requested help on financial-protection options, being trained, coached, and measured on activity and results.

You will take requested conversations, explain benefit options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.