Remote Client Engagement Pro — Coaching & Growth Path

Lever, Inc.; Dover (NH); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated, remote professionals to engage warm leads and guide clients through financial-protection options. You will be trained, coached, and measured on activity and results, with interviews conducted on Zoom.

The role emphasizes speaking with clients who requested help, explaining options clearly, and helping enroll when appropriate. A consistent follow-up rhythm and a competitive, coachable mindset are essential for success.

Qualifications

• Must be competitive, coachable, and comfortable on camera.
• No constant supervision or micromanagement.
• Interviews are conducted on Zoom.

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

Lever, Inc. is seeking motivated, remote professionals to engage warm leads and guide clients through financial-protection options. You will be trained, coached, and measured on activity and results, with interviews conducted on Zoom.

The role emphasizes speaking with clients who requested help, explaining options clearly, and helping enroll when appropriate. A consistent follow-up rhythm and a competitive, coachable mindset are essential for success.