Remote Client Relationship Specialist — Leadership Path

Lever, Inc.; Kailua (HI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced team

Job summary

Lever, Inc. is seeking motivated individuals for a remote role focused on conversations with clients who have requested information about financial-protection options. You will be trained, coached, and measured on activity and results.

The work involves handling warm leads, explaining benefits simply, helping clients enroll where it fits, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Strong communication and active listening to explain benefit options clearly.
• Ability to manage follow-ups and keep a clean rhythm.
• Comfortable on camera and coachable.
• Adaptable and competitive with a Coachable mindset.

Responsibilities

• Handle remote conversations with prospects who requested information.
• Explain financial-protection options in simple terms.
• Assist clients in enrolling when appropriate.
• Maintain a structured follow-up process.

Skills

Clear communication

Client conversation

Remote collaboration

Follow-up discipline

Tools

CRM tools

Job description

Lever, Inc. is seeking motivated individuals for a remote role focused on conversations with clients who have requested information about financial-protection options. You will be trained, coached, and measured on activity and results.

The work involves handling warm leads, explaining benefits simply, helping clients enroll where it fits, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom.