Benefits Navigator - Work From Home

AO Garcia Agency; Belgrade (MT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Home office

Mentorship and leadership involvement

Flexible schedule

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 seek guidance, working with a growing team, receiving tools and mentorship to succeed.

You will deliver web presentations, manage a schedule that fits real life, and contribute to a portfolio of ongoing client engagement rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Discipline with minimal supervision is expected.
• Openness to a proven process is needed.
• Interest in benefits conversations, not just sales energy, is valued.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations to clients and stakeholders.
• Collaborate with a growing team and maintain an organized schedule.

Skills

Clear communication

Self-discipline

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"