Remote Needs Analysis Specialist

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

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.