Remote Benefits Advisor - Flexible, Client-Facing

Lever, Inc.; Hamilton (OH); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is a remote-friendly financial services provider seeking a client-facing role that supports families through benefits guidance. You will enroll clients, present benefits, and work with mentors and a growing team to deliver meaningful work in a flexible schedule.

The position emphasizes clear, human communication and following a proven process, with training and leadership involvement to ensure client success.

Qualifications

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

Responsibilities

• Enroll and support clients who request guidance.
• Present and discuss benefits with clients.
• Collaborate with the team and leaders who stay involved.

Skills

Clear communication

Self-discipline

Process adherence

Job description

Lever, Inc. is a remote-friendly financial services provider seeking a client-facing role that supports families through benefits guidance. You will enroll clients, present benefits, and work with mentors and a growing team to deliver meaningful work in a flexible schedule.

The position emphasizes clear, human communication and following a proven process, with training and leadership involvement to ensure client success.