Remote Benefits Account Representative

AO Garcia Agency; Waukesha (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship & training

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, deliver compelling Web presentations, and partner with a growing team to provide clear, human guidance.

You will operate with a schedule that fits real life, receive mentorship and training, and maintain a portfolio of clients you keep serving. This position emphasizes benefits conversations as part of a proven process and values

Qualifications

• Clear, human-focused communication style.
• Comfortable working without direct supervision.
• Willingness to discuss benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to client groups.
• Maintain ongoing support within a client portfolio.
• Follow a proven process to guide conversations.

Skills

Clear communication

Independent work

Process adherence

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"