Remote Client Intake Specialist

Lever, Inc.; Winnemucca (NV); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will work with warm leads, explain financial-protection options clearly, and help clients enroll when it fits. You will be coached, measured on activity and results, and have a clear follow-up rhythm to maintain momentum.

Applicants should be competitive, coachable, and comfortable on camera. This role emphasizes a structured process and Zoom interviews, with a path into leadership for top performers.

Qualifications

• You should be competitive, coachable, and comfortable on camera.
• Interviews are 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

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.