Remote Client Solutions Advisor

Lever, Inc.; Spokane (WA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path for top performers

Job summary

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

The role focuses on talking with clients via Zoom, explaining options clearly, and helping enroll when appropriate. A structured process and coaching are provided, with a pathway into leadership for high performers.

Qualifications

• Ability to explain benefits clearly to clients.
• Competitive and coachable with comfortable camera use.
• Remote work setup and reliable internet connection.

Responsibilities

• Take conversations with warm leads and avoid cold lists.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with clients.

Skills

Communication

Coachable

On-camera

Tools

Zoom

Job description

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

The role focuses on talking with clients via Zoom, explaining options clearly, and helping enroll when appropriate. A structured process and coaching are provided, with a pathway into leadership for high performers.