Remote Client Success & Retention Specialist

Lever, Inc.; Casper (WY); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced colleagues

Leadership opportunities

Job summary

Lever, Inc. is seeking motivated individuals for a remote sales career with upside. You will engage with clients who have requested help on financial-protection options, guided by a written process and coaching from experienced colleagues.

This remote role involves speaking with clients via Zoom, taking conversations, explaining benefits clearly, and helping enroll when it fits. Interviews are conducted on Zoom, with opportunities to advance into leadership for top performers.

Qualifications

• Competitive and coachable
• Comfortable on camera
• Interviews 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 sales career with upside. You will engage with clients who have requested help on financial-protection options, guided by a written process and coaching from experienced colleagues.

This remote role involves speaking with clients via Zoom, taking conversations, explaining benefits clearly, and helping enroll when it fits. Interviews are conducted on Zoom, with opportunities to advance into leadership for top performers.