Part-Time Virtual Benefits Advisor

AO Garcia Agency; Council Bluffs (IA); À distance; USD 40 000 - 65 000; Plein temps

Résumé du poste

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who ask for guidance, paired with a growing team, with tools and mentorship. You’ll deliver web presentations and help families navigate options.

You’ll join a culture that trains leaders who stay involved and lets you build a schedule around real life, while keeping a portfolio to serve rather than a stack of one-off calls.

Qualifications

• Clear, human communication throughout client interactions.
• Self-motivation to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsabilités

• Enroll and support clients who asked for guidance.
• Deliver web presentations and assist families with financial guidance.

Connaissances

Clear communication

Self-motivation

Process adherence

Benefits conversations

Description du poste

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"