Home-Based Member Benefits Representative

AO Garcia Agency; Iowa City (IA); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to help you succeed.

The position emphasizes a schedule you can build around real life and meaningful work that matters to families. The role focuses on clear, human communication, disciplined execution of a proven process, and a genuine interest in benefits conversations beyond basic sales energy.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, fully remote setup.
• Participate in training and mentorship programs.

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"