Remote Benefits Advisor — Flexible Part-Time

Lever, Inc.

La Crosse (WI)

A distancia

USD 55.000 - 85.000

Jornada completa

Hace 2 días
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Descripción de la vacante

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive mentoring and tools, and help enroll and support clients who seek guidance.

You’ll work with families, use a proven process, and contribute to meaningful outcomes while building a schedule that fits real life. This role emphasizes clear communication and a human touch.

Formación

  • Clear, human, and concise communication with clients.
  • Ability to work independently with minimal supervision.
  • Comfort with a proven, structured sales/support process.
  • Interest in discussing benefits as part of the guidance.

Responsabilidades

  • Enroll and support clients who asked for guidance.
  • Partner with a growing team, leveraging tools and mentorship.

Conocimientos

Clear communication
Self-discipline
Process orientation
Benefits discussions

Descripción del empleo

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive mentoring and tools, and help enroll and support clients who seek guidance.

You’ll work with families, use a proven process, and contribute to meaningful outcomes while building a schedule that fits real life. This role emphasizes clear communication and a human touch.

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