Remote Inbound Financial Benefits Advisor

Lever, Inc.; Dover (NH); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching

Leadership path

Job summary

Lever, Inc. offers a remote career where you engage with clients who have requested help on financial-protection options. The role is inbound, with coaching from experienced teammates and a structured process to follow.

You will be measured on activity and results and have opportunities for leadership if you excel. Interviews are conducted via Zoom, and the team supports your development with coaching and a clear progression path.

Qualifications

• Clear and confident communicator across phone, video, and chat.
• Willingness to follow a written process without constant supervision.
• Comfortable on camera and engaging with clients.

Responsibilities

• Take inbound conversations from clients (no cold outreach).
• Explain benefit options clearly and simply.
• Help clients enroll when it fits their needs.
• Maintain a clean follow-up rhythm with opportunities for improvement.

Skills

Communication

Coachable

On-camera

Remote work

Job description

Lever, Inc. offers a remote career where you engage with clients who have requested help on financial-protection options. The role is inbound, with coaching from experienced teammates and a structured process to follow.

You will be measured on activity and results and have opportunities for leadership if you excel. Interviews are conducted via Zoom, and the team supports your development with coaching and a clear progression path.