Remote Financial Protection Specialist — Growth Path

Lever, Inc.; Johnston (RI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced teammates

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside in financial-protection conversations. You’ll work with warm leads, guided by a written process and coaching from experienced colleagues.

In this role you will take requested conversations, explain options simply, help clients enroll when appropriate, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Experience explaining benefit options clearly.
• Ability to enroll clients when appropriate.
• Ability to follow a structured process.

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

Communication

Coachability

On-camera comfort

Competitive

Tools

Zoom

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside in financial-protection conversations. You’ll work with warm leads, guided by a written process and coaching from experienced colleagues.

In this role you will take requested conversations, explain options simply, help clients enroll when appropriate, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom.