Remote Client Follow-Up Specialist

Lever, Inc.; Sioux City (IA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Process-driven role

Job summary

Lever, Inc. is seeking motivated people for a remote career with upside. This role handles warm leads, talking with people who have requested help on financial-protection options, with training, coaching, and clear performance metrics.

You'll take requested conversations, explain benefit options simply, help clients enroll when it’s a fit, and maintain a disciplined follow-up rhythm. Remote work, a defined process, coaching from experienced colleagues, and a path into leadership are all part of

Qualifications

• Experience speaking with clients and explaining options.
• Able to work remotely with self-discipline.
• Willing to be coached and measured on activity and results.

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

Great communication

Coachable

Comfortable on camera

Tools

Zoom

Job description

Lever, Inc. is seeking motivated people for a remote career with upside. This role handles warm leads, talking with people who have requested help on financial-protection options, with training, coaching, and clear performance metrics.

You'll take requested conversations, explain benefit options simply, help clients enroll when it’s a fit, and maintain a disciplined follow-up rhythm. Remote work, a defined process, coaching from experienced colleagues, and a path into leadership are all part of