Remote Financial-Protection Guidance Specialist

Lever, Inc.; BLOOMINGTON (MN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced teammates

Clear training & leadership pathway

Job summary

Lever, Inc. is seeking motivated individuals for a remote role focused on guiding clients through financial-protection options. The seat is inbound—you speak with people who have already requested help and are evaluating coverage.

You will be trained, coached, and measured on activity and results, with a clear process and coaching from experienced teammates. Interviews are conducted on Zoom and success leads to leadership paths.

Qualifications

• Inbound role; no cold outreach.
• Must be competitive and coachable.
• Comfortable on camera.

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

Client communication

Enrollment support

Follow-up discipline

Remote work proficiency

Job description

Lever, Inc. is seeking motivated individuals for a remote role focused on guiding clients through financial-protection options. The seat is inbound—you speak with people who have already requested help and are evaluating coverage.

You will be trained, coached, and measured on activity and results, with a clear process and coaching from experienced teammates. Interviews are conducted on Zoom and success leads to leadership paths.