Client Benefits Coordinator - Remote

AO Garcia Agency; Lakeville (MN); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in the financial services space. You will enroll and support clients who seek guidance, using remote tools and live web presentations to explain options and benefits.

You will join a growing team with mentorship, training, and leaders who stay involved, and you can build a schedule that fits real life while serving a portfolio of clients.

Qualifications

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

Responsibilities

• Enroll and support clients who request guidance.
• Present information to clients through home-office sessions and web presentations.

Skills

Clear communication

Self-discipline

Openness to process

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”