Part-Time Member Benefits Advisor - Remote

AO Garcia Agency; Leavenworth (KS); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance while working with a growing team and leveraging mentorship and training. The role includes delivering web presentations from a home office to help families make informed decisions.

You will build a schedule around real life, maintain a portfolio of clients you keep serving, and engage in benefits conversations as part of a proven process.

Qualifications

• Clear, human communication is essential for client conversations.
• Ability to work without direct supervision and stay self-driven.
• Willingness to follow a proven process for client interactions.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance in a client-facing role.
• Collaborate with a growing team and participate in mentorship and training.
• Deliver web presentations from a home office as part of outreach and support.

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"