Home-Based Family Benefits Specialist

AO Garcia Agency

Olathe (KS)

Remote

USD 50,000 - 80,000

Full time

3 days ago
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Job summary

Lever, Inc. is seeking a client-facing associate for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and help enroll and support clients who request guidance.

The deal emphasizes a home office, web presentations, meaningful work for families, involved leaders, and a schedule you can build around real life. You’ll manage a portfolio you keep serving over time.

Qualifications

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

Skills

Communication
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"
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