Remote Benefits Advisor for Families

AO Garcia Agency; Farmington Hills (MI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote client-facing role in financial services, focused on guiding clients and delivering real value. You will work with a growing team, leveraging the tools and mentorship provided to enroll and support clients who seek guidance.

The role emphasizes clear communication, disciplined work with minimal supervision, and openness to a proven process. A strong interest in benefits conversations—beyond pure sales energy—will be essential.

Qualifications

• Clear and human communication.
• Discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team to deliver value to clients.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversation

Job description

Lever, Inc. is hiring for a remote client-facing role in financial services, focused on guiding clients and delivering real value. You will work with a growing team, leveraging the tools and mentorship provided to enroll and support clients who seek guidance.

The role emphasizes clear communication, disciplined work with minimal supervision, and openness to a proven process. A strong interest in benefits conversations—beyond pure sales energy—will be essential.