Remote Benefits Advisor - Flexible, Client-Facing

AO Globe Life; 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

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”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.