Remote Benefits Advisor for Families

Lever, Inc.; Ames (IA); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, leveraging tools and mentorship to deliver practical help.

You will work with a growing team, present via web sessions, and build relationships with families by guiding them through the benefits conversation, not just sales energy. The role offers training, involved leadership, and a schedule that fits real life, with a portfolio you keep

Qualifications

• Clear and humane communication with clients.
• Ability to work autonomously without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process mindset

Client-focused selling

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, leveraging tools and mentorship to deliver practical help.

You will work with a growing team, present via web sessions, and build relationships with families by guiding them through the benefits conversation, not just sales energy. The role offers training, involved leadership, and a schedule that fits real life, with a portfolio you keep