Remote Benefits Advisor for Families

AO Garcia Agency; Bartlesville (OK); Remoto; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance. You will work from a home office, deliver web presentations, and handle benefits conversations as part of a larger, ongoing client portfolio.

The position emphasizes a schedule that fits real life, with training and leaders who stay involved to help you succeed.

Competenze

• Clear, human communication is essential.
• Ability to work without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling energy.

Mansioni

• Enroll and support clients with guidance and mentorship.
• Present client-facing Web presentations from a home office.
• Contribute to a portfolio of ongoing client relationships.

Conoscenze

Clear communication

Self-discipline

Process orientation

Benefits conversations

Descrizione del lavoro

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance. You will work from a home office, deliver web presentations, and handle benefits conversations as part of a larger, ongoing client portfolio.

The position emphasizes a schedule that fits real life, with training and leaders who stay involved to help you succeed.