Remote Client-Facing Benefits Concierge | Growth & Leadership Path

Lever, Inc.; Missoula (MT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced teammates

Leadership path for high performers

Job summary

Lever, Inc. is seeking motivated professionals for a remote career in inbound client conversations about financial-protection options. You engage with people who already requested help, are coached, and measured on activity and results. Interviews are on Zoom.

Remote work comes with a written process, coaching from experienced teammates, and a clear leadership path for high performers who produce.

Qualifications

• Competitive, coachable, and comfortable on camera as core traits.
• Ability to thrive in a remote, coaching-led environment.
• Willingness to engage with inbound conversations rather than cold outreach.

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

Skills

Competitive

Coachable

On-camera

Remote work

Tools

Zoom

Job description

Lever, Inc. is seeking motivated professionals for a remote career in inbound client conversations about financial-protection options. You engage with people who already requested help, are coached, and measured on activity and results. Interviews are on Zoom.

Remote work comes with a written process, coaching from experienced teammates, and a clear leadership path for high performers who produce.