Part-Time Remote Client Benefits Representative

Lever, Inc.; Durham (NC); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional to work fully remote within financial services. You will enroll and support clients who request guidance, delivering clear, human assistance and following a proven process.

You’ll be part of a growing team with mentoring and ongoing training to build lasting client relationships. Expect a schedule that fits real life, and opportunities to contribute beyond one-off calls through a portfolio of ongoing client engagements.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations.

Responsibilities

• Enroll and support clients who request guidance.
• Partner with a growing team to deliver service.
• Conduct benefits conversations as part of guidance.

Skills

Clear communication

Self-discipline

Active listening

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"