Part-Time Member Benefits Advisor - Remote

AO Garcia Agency; La Crosse (WI); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive mentoring and tools, and help enroll and support clients who seek guidance.

You’ll work with families, use a proven process, and contribute to meaningful outcomes while building a schedule that fits real life. This role emphasizes clear communication and a human touch.

Qualifications

• Clear, human, and concise communication with clients.
• Ability to work independently with minimal supervision.
• Comfort with a proven, structured sales/support process.
• Interest in discussing benefits as part of the guidance.

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team, leveraging tools and mentorship.

Skills

Clear communication

Self-discipline

Process orientation

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"