Remote Client Retention Specialist — Growth & Coaching

Lever, Inc.; Lexington (KY); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced colleagues

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will work with warm leads who have requested help with financial-protection options, guided, trained, and measured on activity and results.

This role involves taking requested conversations, explaining benefit options simply, helping clients enroll when it fits, and maintaining a disciplined follow-up rhythm. 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

Lever, Inc. is seeking motivated individuals for a remote career with upside. You will work with warm leads who have requested help with financial-protection options, guided, trained, and measured on activity and results.

This role involves taking requested conversations, explaining benefit options simply, helping clients enroll when it fits, and maintaining a disciplined follow-up rhythm. Interviews are on Zoom.