Remote Benefits Advisor

AO Garcia Agency; Green River (WY); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, receive mentorship, and help enroll and support clients who request guidance.

Expect a schedule you can align with real life, with training and leaders who stay involved. You will serve a portfolio of clients and engage in meaningful, families-focused work.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Contribute to client-facing interactions in a fully remote environment.

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"