Remote Client Consultation Specialist

Lever, Inc.; Town of Middletown (NY); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced team

Leadership path for high performers

Job summary

Lever, Inc. is recruiting for a remote role focused on engaging clients who requested information on financial-protection options. You will discuss benefits, guide enrollment when appropriate, and maintain timely follow-ups.

The position emphasizes coaching, a defined process, and growth opportunities within leadership. Ideal candidates are competitive, coachable, and comfortable on camera, with interviews conducted via Zoom.

Qualifications

• Strong communication skills across channels.
• Willingness to learn a defined process and follow it.
• Ability to stay motivated and coachable in a remote setting.

Responsibilities

• Take requested conversations with clients (no cold outreach).
• Explain benefit options clearly and succinctly.
• Help clients enroll when it is a fit for them.
• Maintain a clean follow-up rhythm and update records.

Skills

Communication skills

Coachable

Comfortable on camera

Remote work experience

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.