Remote Policy Guidance Specialist for Inbound Clients

Lever, Inc.; Fort Worth (TX); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking motivated professionals for a remote role focused on inbound client conversations about financial-protection options. You’ll be trained, coached, and measured on activity and results, with a clear, written process so you’re not inventing the job.

Responsibilities include handling conversations, explaining benefits clearly, helping clients enroll when it’s a fit, and maintaining a reliable follow-up rhythm. Interviews are on Zoom.

Qualifications

• Must be competitive and coachable.
• Comfortable speaking on camera and with clients.
• Ability to work effectively in a remote setup.

Responsibilities

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

Skills

Inbound sales

On-camera communication

Remote work

Coachable

Job description

Lever, Inc. is seeking motivated professionals for a remote role focused on inbound client conversations about financial-protection options. You’ll be trained, coached, and measured on activity and results, with a clear, written process so you’re not inventing the job.

Responsibilities include handling conversations, explaining benefits clearly, helping clients enroll when it’s a fit, and maintaining a reliable follow-up rhythm. Interviews are on Zoom.