Remote Benefits Advisor — Flexible Schedule & Mentorship

AO Garcia Agency; Corpus Christi (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

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

The deal emphasizes working from home, practical training, and a schedule that fits real life. You should bring clear, human communication, self-discipline without constant supervision, and willingness to follow a proven process, with a focus on benefits conversations beyond generic sales energy.

Qualifications

• Clear, human communication.
• Self-discipline with no supervisor in the hallway.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Be client-facing in a fully remote setup within financial services.
• Collaborate with a growing team and utilize provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

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

The deal emphasizes working from home, practical training, and a schedule that fits real life. You should bring clear, human communication, self-discipline without constant supervision, and willingness to follow a proven process, with a focus on benefits conversations beyond generic sales energy.