Remote Client Success Coach with Leadership Path

Lever, Inc.; Concord (NC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

Lever, Inc. is seeking a motivated individual for a remote role focused on guiding clients through financial-protection options. You will work with warm leads who have requested help and will be trained, coached, and measured on activity and results.

The work involves taking conversations, explaining benefits simply, helping clients enroll when it is a fit, and maintaining a clean follow-up rhythm. Interviews are conducted on Zoom as part of a fully remote team.

Qualifications

• Must be competitive, coachable, and comfortable on camera.
• Remote role with Zoom interviews.
• No cold lists; warm leads only.

Responsibilities

• Take requested conversations with warm leads, not cold lists.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit and appropriate.
• Keep a clean follow-up rhythm and keep records up to date.

Skills

Communication

Coachability

Comfortable on camera

Job description

Lever, Inc. is seeking a motivated individual for a remote role focused on guiding clients through financial-protection options. You will work with warm leads who have requested help and will be trained, coached, and measured on activity and results.

The work involves taking conversations, explaining benefits simply, helping clients enroll when it is a fit, and maintaining a clean follow-up rhythm. Interviews are conducted on Zoom as part of a fully remote team.