At-Home Benefits Planning Specialist

AO Garcia Agency; Miami (FL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, work with a growing team, and benefit from tools and mentorship to build meaningful client relationships.

The position emphasizes delivering clear information, following a proven process, and prioritizing benefits conversations. A schedule that accommodates real life is offered, with ongoing training and leadership involvement.

Qualifications

• Clear and human communication required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information clearly and help clients understand options.
• Maintain a portfolio of clients and ongoing engagement.

Skills

Clear communication

Independent work

Process orientation

Benefits conversations

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"