Remote Client Services Associate – Financial Protection

Lever, Inc.; Oakland (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking motivated individuals for a remote career focused on helping clients with financial-protection options. You will engage warm leads, explain benefits clearly, and guide clients to enroll when it’s a fit.

Join a coached, results-driven team with a clean playbook, Zoom interviews, and a path into leadership for top performers who produce and communicate well on camera.

Qualifications

• Experience explaining benefits clearly to clients.
• Ability to enroll clients when it is a fit.
• Comfortable communicating via camera during remote interactions.

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

Communication

On-camera presentation

Coachable

Remote work discipline

Tools

Zoom

Sales process

Job description

Lever, Inc. is seeking motivated individuals for a remote career focused on helping clients with financial-protection options. You will engage warm leads, explain benefits clearly, and guide clients to enroll when it’s a fit.

Join a coached, results-driven team with a clean playbook, Zoom interviews, and a path into leadership for top performers who produce and communicate well on camera.