Remote Benefits Advisor - Client-Facing Finance

AO Garcia Agency; Iowa City (IA); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to help you succeed.

The position emphasizes a schedule you can build around real life and meaningful work that matters to families. The role focuses on clear, human communication, disciplined execution of a proven process, and a genuine interest in benefits conversations beyond basic sales energy.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, fully remote setup.
• Participate in training and mentorship programs.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to help you succeed.

The position emphasizes a schedule you can build around real life and meaningful work that matters to families. The role focuses on clear, human communication, disciplined execution of a proven process, and a genuine interest in benefits conversations beyond basic sales energy.