Benefits Concierge - Work From Home

AO Garcia Agency; Oxford (MS); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing remote specialist in financial services. You will enroll and support clients who asked for guidance, with mentorship and tools provided.

Work remotely with a growing team, receive training, and engage in meaningful work that matters to families, with a schedule that fits real life and ongoing client portfolio support.

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.
• Collaborate with a growing team and leverage mentorship and tools.
• Deliver client-focused, remote service in a financial services context.

Skills

Clear communication

Self-discipline

Process adherence

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"