100% Remote Benefits Navigator

Lever, Inc.; Santa Fe (NM); Remote; USD 45,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentorship and tools provided to help you succeed.

The deal focuses on meaningful work for families, home-office web presentations, and a schedule that fits real life. You will be part of a growing team that values process and clear, human communication.

Qualifications

• Clear and human communication
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance
• Provide client-facing support within a remote financial services context
• Engage with a growing team and leverage tools and mentorship to deliver value to families

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"