Part-Time Remote Benefits Representative

AO Garcia Agency; Blaine (MN); Remote; USD 42,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist to enroll and support clients who request guidance. You will participate in web presentations, manage a portfolio of families, and work with training leaders who stay involved to help clients achieve outcomes.

The role emphasizes a schedule you can build around real life and a focus on meaningful work that matters to families.

Qualifications

• Clear, human communication is required.
• Ability to work independently without constant supervision.
• Openness to following a proven client guidance process.
• Enjoy engaging in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information via web presentations to clients.
• Manage a portfolio of clients and sustain long-term relationships.
• Coordinate with training and leadership to deliver value.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversation

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"