Remote Client Benefits Specialist – Coaching & Growth

Lever, Inc.; Springfield (OH); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated candidates for a fully remote role. You will engage with warm leads who have already requested help on financial-protection options, using a written process and coaching to achieve results.

The position emphasizes an upside in a remote career with opportunities to advance to leadership. Interviews are conducted on Zoom, and the team provides coaching from people who have done the work.

Qualifications

• Experience handling warm leads and explaining options clearly.
• Ability to follow a written process without improvising.
• Resilience and consistency in activity and results.

Responsibilities

• Handle requested conversations with warm leads.
• Explain financial-protection options clearly to clients.
• Assist clients in enrolling when appropriate.
• Maintain a clean, regular follow-up rhythm.

Skills

Competitive

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated candidates for a fully remote role. You will engage with warm leads who have already requested help on financial-protection options, using a written process and coaching to achieve results.

The position emphasizes an upside in a remote career with opportunities to advance to leadership. Interviews are conducted on Zoom, and the team provides coaching from people who have done the work.