Part-Time Benefits Coordinator - Work From Home

AO Garcia Agency; Blue Springs (MO); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is hiring for a remote, client-facing role in financial services. You will enroll and support clients who seek guidance, leveraging a growing team, tools, and mentorship.

You'll engage through web presentations, manage a portfolio of clients you continue to serve, and enjoy a schedule you can build around real life while contributing to meaningful outcomes for families.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, tools, and mentorship.
• Deliver web presentations to clients.
• Maintain a client portfolio you keep serving.

Skills

Clear communication

Self-discipline

Process-oriented

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"