Virtual Client Services Associate

Lever, Inc.; Oakland (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking motivated individuals for a remote career focused on helping clients with financial-protection options. You will engage warm leads, explain benefits clearly, and guide clients to enroll when it’s a fit.

Join a coached, results-driven team with a clean playbook, Zoom interviews, and a path into leadership for top performers who produce and communicate well on camera.

Qualifications

• Experience explaining benefits clearly to clients.
• Ability to enroll clients when it is a fit.
• Comfortable communicating via camera during remote interactions.

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

On-camera presentation

Coachable

Remote work discipline

Tools

Zoom

Sales process

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.