Remote Financial Benefits Advisor

Lever, Inc.; Reno (NV); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote role with upside, not a dead-end job. This inbound seat involves speaking with people who already requested help on financial-protection options.

You are trained, coached, and measured on activity and results. You take requested conversations, explain benefit options simply, and help clients enroll when it is a fit, while keeping a clean follow-up rhythm. Interviews are on Zoom.

Qualifications

• Strong verbal and written communication skills.
• Ability to engage with clients via video calls.
• Comfort with virtual collaboration and remote tools.

Responsibilities

• Take inbound conversations from prospective clients (no cold outreach).
• Explain financial-protection options clearly and simply.
• Help clients enroll when it’s a fit.
• Maintain a clean and consistent follow-up rhythm.

Skills

Communication

Active listening

Zoom familiarity

Job description

Lever, Inc. is seeking motivated individuals for a remote role with upside, not a dead-end job. This inbound seat involves speaking with people who already requested help on financial-protection options.

You are trained, coached, and measured on activity and results. You take requested conversations, explain benefit options simply, and help clients enroll when it is a fit, while keeping a clean follow-up rhythm. Interviews are on Zoom.