Part-Time Family Benefits Consultant - Remote

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services to enroll and support clients who seek guidance.

You will be paired with mentors, receive tools, and work a schedule that fits real life while delivering meaningful outcomes for families.

This role emphasizes process, clear communication, and benefits conversations as part of a trusted client experience.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver client-facing guidance and assistance remotely.
• Participate in trainings and use provided tools and mentorship.

Skills

Clear communication

Self-motivation

Process oriented

Benefits discussions

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"