Remote Insurance Client Advisor — Path to Leadership

Lever, Inc.; Mount Pleasant (SC); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Job summary

Lever, Inc. is seeking motivated candidates for a fully remote role targeting U.S. clients.

You will engage with warm leads who requested information on financial-protection options, explain benefits clearly, and assist with enrollment when appropriate. Training and coaching are provided, with a clearly defined process to follow and opportunities for leadership based on performance. Interviews are conducted on Zoom, and the position emphasizes being coachable, competitive, and comfortable on

Qualifications

• Competitive and coachable behavior.
• Comfortable speaking on camera.
• Able to follow a written process and guidelines.

Responsibilities

• Take requested conversations with warm leads (no cold lists).
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with prospects.

Skills

Competitive

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated candidates for a fully remote role targeting U.S. clients.

You will engage with warm leads who requested information on financial-protection options, explain benefits clearly, and assist with enrollment when appropriate. Training and coaching are provided, with a clearly defined process to follow and opportunities for leadership based on performance. Interviews are conducted on Zoom, and the position emphasizes being coachable, competitive, and comfortable on