Remote Inbound Client Advisor – Path to Leadership

Lever, Inc.; Kapolei (HI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from leaders

Job summary

Lever, Inc. is seeking motivated professionals for a remote role focused on inbound conversations with individuals who have requested information on financial-protection options. You will be trained, coached, and measured on activity and results to drive enrollments where appropriate.

The position emphasizes a written process, coaching from experienced colleagues, and a clear path into leadership for high performers. Interviews are conducted on Zoom, and the role offers remote work flexibility.

Qualifications

• No cold lists; you take inbound conversations only.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with prospects.

Responsibilities

• Handle inbound conversations from people who requested information on financial-protection options.
• Explain the available benefits clearly and concisely.
• Assist eligible clients with enrollment steps.
• Maintain an organized, consistent follow-up cadence.

Skills

Communication

Coachability

On-camera presence

Client-focused selling

Tools

Zoom

Job description

Lever, Inc. is seeking motivated professionals for a remote role focused on inbound conversations with individuals who have requested information on financial-protection options. You will be trained, coached, and measured on activity and results to drive enrollments where appropriate.

The position emphasizes a written process, coaching from experienced colleagues, and a clear path into leadership for high performers. Interviews are conducted on Zoom, and the role offers remote work flexibility.