Benefits Presentation Representative - Remote

AO Garcia Agency; Apex (NC); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing position in the financial services space. This role is fully remote within the United States, pairing you with a growing team and providing mentorship as you enroll and support clients who asked for guidance.

You will work with tools and leadership who stay involved, delivering meaningful work that families can rely on and fit around real-life schedules.

Qualifications

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

Responsibilities

• Client-facing in a fully remote financial services environment.
• Enroll and support clients who asked for guidance.
• Work with a growing team, leveraging tools and mentorship.

Skills

Clear communication

Self-discipline

Process adoption

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"