Part-Time Family Benefits Consultant - Remote

AO Garcia Agency; Sacramento (CA); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will be paired with a growing team, provided with tools and mentorship, and you will enroll and support clients who asked for guidance.

You will be part of a schedule you can build around real life, deliver web presentations as needed, and manage a portfolio you continue serving beyond one-off calls. This position focuses on work that matters to families and offers meaningful interaction.

Qualifications

• Clear, human communication is essential.
• Disciplined self-management without constant supervision.
• Openness to a proven process is expected.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information to clients via web presentations when needed.

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"